Yousif Capital Management, LLC Invesco Ltd. Transaction History

Yousif Capital Management, LLC

$8.31 Billion
Q1 2025

A detailed history of Yousif Capital Management, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Yousif Capital Management, LLC holds 65,393 shares of IVZ stock, worth $837,030. This represents 0.01% of its overall portfolio holdings.

Number of Shares

65,393

Previous 65,765 0.57%

Holding current value

$837,030

Previous $1.15 Million 13.66%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$14.82 - $19.34 $5,513 - $7,194	-372 Reduced 0.57%	65,393 $992,000
Q4 2024 Jan 27, 2025	SELL	$16.78 - $18.63 $20,589 - $22,859	-1,227 Reduced 1.83%	65,765 $1.15 Million
Q3 2024 Oct 30, 2024	SELL	$14.85 - $17.74 $20,196 - $24,126	-1,360 Reduced 1.99%	66,992 $1.18 Million
Q2 2024 Jul 31, 2024	SELL	$14.17 - $16.94 $29,530 - $35,302	-2,084 Reduced 2.96%	68,352 $1.02 Million
Q1 2024 Apr 26, 2024	SELL	$15.09 - $18.22 $115,679 - $139,674	-7,666 Reduced 9.82%	70,436 $1.17 Million
Q4 2023 Feb 01, 2024	SELL	$12.52 - $18.07 $16,100 - $23,238	-1,286 Reduced 1.62%	78,102 $1.39 Million
Q3 2023 Oct 30, 2023	SELL	$14.09 - $18.4 $22,290 - $29,108	-1,582 Reduced 1.95%	79,388 $1.15 Million
Q2 2023 Aug 02, 2023	BUY	$14.38 - $17.47 $31,118 - $37,805	2,164 Added 2.75%	80,970 $1.36 Million
Q1 2023 May 02, 2023	SELL	$15.04 - $20.21 $58,731 - $78,920	-3,905 Reduced 4.72%	78,806 $1.29 Million
Q4 2022 Jan 09, 2023	BUY	$13.72 - $19.77 $39,870 - $57,451	2,906 Added 3.64%	82,711 $0
Q3 2022 Nov 04, 2022	BUY	$13.7 - $19.07 $192,279 - $267,647	14,035 Added 21.34%	79,805 $1.09 Million
Q2 2022 Aug 01, 2022	SELL	$15.93 - $23.31 $28,594 - $41,841	-1,795 Reduced 2.66%	65,770 $1.06 Million
Q1 2022 May 12, 2022	SELL	$18.64 - $24.89 $16,589 - $22,152	-890 Reduced 1.3%	67,565 $1.56 Million
Q4 2021 Jan 31, 2022	BUY	$21.76 - $26.53 $1.49 Million - $1.82 Million	68,455 New	68,455 $1.58 Million

Others Institutions Holding IVZ

# of Institutions

581

Shares Held

317M

Call Options Held

1.89M

Put Options Held

4.21M

View Full List

About Invesco Ltd.

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $5.82B
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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Yousif Capital Management, LLC Invesco Ltd. Transaction History