Whipplewood Advisors, LLC Invesco Ltd. Transaction History

Whipplewood Advisors, LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$12.14 - $15.77 $717,935 - $932,606	-59,138 Reduced 99.36%	381 $6.01 Million
Q1 2025 Apr 09, 2025	BUY	$14.82 - $19.34 $878,529 - $1.15 Million	59,280 Added 24803.35%	59,519 $3.87 Million
Q4 2024 Feb 04, 2025	BUY	$16.78 - $18.63 $4,010 - $4,452	239 New	239 $4.18 Million

634

332M

8.35M

2.1M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $10.7B
Description
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...

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