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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-278- 2.44% |
$3.37K - $4.38K
|
11.1K
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
168K+ 358.62% |
$2.04M - $2.65M
|
215K
$5.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.2K- 0.7% |
$14.6K - $18.9K
|
170K
$4.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
481+ 1.39% |
$5.84K - $7.59K
|
35.1K
$827K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-347- 2.87% |
$4.21K - $5.47K
|
11.7K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
565New |
$6.86K - $8.91K
|
565
$13.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-23- 35.38% |
$279 - $363
|
42
$988
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 2.44% |
$12.1 - $15.8
|
40
$941
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-20.2K- 23.82% |
$245K - $319K
|
64.6K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-14.9K- 81.78% |
$181K - $235K
|
3.32K
$78.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
10.2KNew |
$124K - $161K
|
10.2K
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
41New |
$498 - $647
|
41
$964
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
850+ 934.07% |
$10.3K - $13.4K
|
941
$22.1K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
150+ 46.3% |
$1.82K - $2.37K
|
474
$11.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10.8KNew |
$131K - $171K
|
10.8K
$254K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-1.61K- 50.0% |
$19.5K - $25.4K
|
1.61K
$37.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-115K- 30.77% |
$1.39M - $1.81M
|
258K
$6.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
26New |
$316 - $410
|
26
$612
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
22New |
$267 - $347
|
22
$517
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-59.1K- 99.36% |
$718K - $933K
|
381
$8.96K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-35- 47.95% |
$425 - $552
|
38
$894
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
57+ 0.6% |
$692 - $899
|
9.53K
$224K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-383- 34.38% |
$4.65K - $6.04K
|
731
$17.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
536New |
$6.51K - $8.45K
|
536
$12.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-299- 86.67% |
$3.63K - $4.72K
|
46
$1.08K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
10K+ 83.33% |
$121K - $158K
|
22K
$517K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
15+ 93.75% |
$182 - $237
|
31
$729
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
258New |
$3.13K - $4.07K
|
258
$6.07K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-491- 24.74% |
$5.96K - $7.74K
|
1.49K
$35.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-378K- 58.27% |
$4.59M - $5.96M
|
271K
$6.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$12.1 - $15.8
|
1
$23.5
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21New |
$255 - $331
|
21
$494
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
22New |
$267 - $347
|
22
$517
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3- 23.08% |
$36.4 - $47.3
|
10
$235
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
15+ 88.24% |
$182 - $237
|
32
$753
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-126- 43.75% |
$1.53K - $1.99K
|
162
$3.81K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-377- 37.66% |
$4.58K - $5.95K
|
624
$14.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.21KNew |
$14.7K - $19.1K
|
1.21K
$28.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-154- 81.91% |
$1.87K - $2.43K
|
34
$800
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 15.48% |
$158 - $205
|
97
$2.28K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
19.6KNew |
$238K - $309K
|
19.6K
$460K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
824+ 45.8% |
$10K - $13K
|
2.62K
$61.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-818- 1.3% |
$9.93K - $12.9K
|
62K
$1.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-208- 13.68% |
$2.53K - $3.28K
|
1.31K
$30.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 1.28% |
$36.4 - $47.3
|
238
$5.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
100New |
$1.21K - $1.58K
|
100
$2.35K
|
|
| Q1 2025 | |||||||
|
Jan 05, 2026
Q1 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-10Closed |
$148 - $193
|
0
$0
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
51New |
$756 - $986
|
51
$1.2K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
14New |
$207 - $271
|
14
$329
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
52.3KNew |
$775K - $1.01M
|
52.3K
$1.23M
|
|