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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
898+ 0.25% |
$14.5K - $20.7K
|
357K
$8.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
16.5K+ 76.23% |
$267K - $380K
|
38.2K
$897K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
790New |
$12.8K - $18.2K
|
790
$18.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 4.43% |
$194 - $276
|
283
$6.66K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15+ 2.24% |
$243 - $345
|
686
$16.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
900+ 1.11% |
$14.6K - $20.7K
|
82.1K
$1.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.85K- 3.8% |
$46.1K - $65.6K
|
72.2K
$1.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.23K+ 29.51% |
$68.4K - $97.3K
|
18.6K
$437K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-239K- 56.43% |
$3.87M - $5.5M
|
185K
$4.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
8.92KNew |
$144K - $205K
|
8.92K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-500- 39.46% |
$8.09K - $11.5K
|
767
$18K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-747- 4.92% |
$12.1K - $17.2K
|
14.4K
$340K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.65K- 4.53% |
$75.1K - $107K
|
97.8K
$2.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
72K+ 57.2% |
$1.16M - $1.66M
|
198K
$4.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.96K+ 23.52% |
$129K - $183K
|
41.8K
$983K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.4K+ 112.28% |
$104K - $147K
|
12.1K
$285K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-209- 0.94% |
$3.38K - $4.81K
|
22K
$517K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
104New |
$1.68K - $2.39K
|
104
$2.45K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
15.1KNew |
$244K - $348K
|
15.1K
$356K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
842+ 3.73% |
$13.6K - $19.4K
|
23.4K
$551K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
205New |
$3.31K - $4.72K
|
205
$4.82K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.67K- 11.72% |
$124K - $176K
|
57.8K
$1.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-26.7K- 23.29% |
$432K - $615K
|
88K
$2.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.78K+ 84.59% |
$28.8K - $40.9K
|
3.88K
$91.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 19.23% |
$80.9 - $115
|
31
$729
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
175+ 514.71% |
$2.83K - $4.03K
|
209
$4.92K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.87K+ 3.54% |
$62.5K - $89K
|
113K
$2.66M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.62K+ 21.08% |
$58.5K - $83.2K
|
20.8K
$489K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
80New |
$1.29K - $1.84K
|
80
$1.88K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4+ 0.02% |
$64.7 - $92
|
25.6K
$601K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-74.7K- 68.34% |
$1.21M - $1.72M
|
34.6K
$814K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
14.2KNew |
$230K - $326K
|
14.2K
$334K
|
|
| Q2 2025 | |||||||
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.6KNew |
$202K - $262K
|
16.6K
$391K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-3.5K- 53.85% |
$42.5K - $55.2K
|
3K
$70.6K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.95M+ 814.26% |
$96.5M - $125M
|
8.93M
$210M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
78+ 0.16% |
$947 - $1.23K
|
48.1K
$1.13M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.63K+ 4802.94% |
$19.8K - $25.8K
|
1.67K
$39.2K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-19.4K- 43.16% |
$235K - $306K
|
25.5K
$600K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3K+ 671.97% |
$36.4K - $47.3K
|
3.44K
$81K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
96New |
$1.17K - $1.51K
|
96
$2.26K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
278K+ 29.06% |
$3.38M - $4.39M
|
1.24M
$29.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-851K- 57.25% |
$10.3M - $13.4M
|
635K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
106KNew |
$1.29M - $1.68M
|
106K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
28.8K+ 62.6% |
$350K - $454K
|
74.8K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.93% |
$12.1 - $15.8
|
108
$2.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
20K+ 60.6% |
$243K - $316K
|
53K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-673- 0.39% |
$8.17K - $10.6K
|
170K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-9.45K- 98.46% |
$115K - $149K
|
148
$3.48K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-763- 3.82% |
$9.26K - $12K
|
19.2K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-487- 3.9% |
$5.91K - $7.68K
|
12K
$282K
|
|