Latest Institutional Transactions on Invesco Ltd. (IVZ)
This table provides information on the latest institutional transactions involving Invesco Ltd. (IVZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-446- 0.47% |
$10K - $11K
|
94.7K
$2.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-264- 1.28% |
$5.93K - $6.51K
|
20.4K
$479K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
7New |
$157 - $173
|
7
$165
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.62K+ 12.71% |
$104K - $114K
|
41K
$964K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.45K+ 9.16% |
$77.5K - $85.1K
|
41.1K
$966K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
1.27MNew |
$28.4M - $31.2M
|
1.27M
$29.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
224K+ 1848.17% |
$5.03M - $5.52M
|
236K
$5.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
20.7KNew |
$464K - $510K
|
20.7K
$486K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
220+ 360.66% |
$4.94K - $5.43K
|
281
$6.61K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
859+ 5.68% |
$19.3K - $21.2K
|
16K
$376K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19+ 9.22% |
$427 - $469
|
225
$5.29K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.21KNew |
$207K - $227K
|
9.21K
$217K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.75K+ 16.61% |
$39.4K - $43.2K
|
12.3K
$290K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
584+ 3073.68% |
$13.1K - $14.4K
|
603
$14.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
163+ 65.73% |
$3.66K - $4.02K
|
411
$9.67K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.1K+ 3.62% |
$92.1K - $101K
|
117K
$2.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
45.3K+ 1165.89% |
$1.02M - $1.12M
|
49.1K
$1.16M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
285K+ 2834.74% |
$6.41M - $7.04M
|
295K
$6.95M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 8.7% |
$225 - $247
|
125
$2.94K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
456+ 2.19% |
$10.2K - $11.2K
|
21.2K
$499K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.32K+ 27.7% |
$187K - $205K
|
38.4K
$902K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.74M+ 989.73% |
$39.2M - $43M
|
1.92M
$45.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
510+ 962.26% |
$11.5K - $12.6K
|
563
$13.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
624+ 6.67% |
$14K - $15.4K
|
9.97K
$235K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
210+ 10.14% |
$4.72K - $5.18K
|
2.28K
$53.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
91+ 87.5% |
$2.04K - $2.24K
|
195
$4.59K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
11+ 13.75% |
$247 - $271
|
91
$2.14K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-17.7K- 56.57% |
$398K - $437K
|
13.6K
$320K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 6.32% |
$27.2K - $29.8K
|
17.9K
$422K
|
|
|
Jan 02, 2026
Q4 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-14.5K- 7.5% |
$325K - $356K
|
178K
$4.19M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.62K+ 7.96% |
$58.8K - $64.5K
|
35.5K
$834K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.6KNew |
$284K - $405K
|
17.6K
$414K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
93+ 30.79% |
$1.5K - $2.14K
|
395
$9.29K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
16New |
$259 - $368
|
16
$376
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 3.81% |
$12.9K - $18.4K
|
20.2K
$475K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-117- 5.5% |
$1.89K - $2.69K
|
2.01K
$47.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.8K+ 4.92% |
$45.3K - $64.4K
|
59.7K
$1.4M
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
25KNew |
$404K - $574K
|
25K
$587K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
145New |
$2.34K - $3.34K
|
145
$3.41K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-1.69M- 97.37% |
$27.3M - $38.8M
|
45.5K
$1.07M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.47M- 98.17% |
$23.8M - $33.8M
|
27.4K
$645K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-59.5K- 54.45% |
$962K - $1.37M
|
49.8K
$1.17M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
880+ 8.0% |
$14.2K - $20.2K
|
11.9K
$280K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.4K+ 22.27% |
$216K - $307K
|
73.4K
$1.73M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$174K - $248K
|
10.8K
$253K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-17.7K- 20.53% |
$285K - $406K
|
68.3K
$1.61M
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
131KNew |
$2.12M - $3.02M
|
131K
$3.08M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
20.8KNew |
$337K - $479K
|
20.8K
$490K
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-178K- 79.75% |
$2.88M - $4.1M
|
45.3K
$1.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-69.8K- 29.67% |
$1.13M - $1.61M
|
166K
$3.89M
|
|