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 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-231Closed |
$3.51K - $4.84K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-600Closed |
$9.12K - $12.6K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-122KClosed |
$1.85M - $2.55M
|
0
$0
|
|
|
Oct 03, 2019
Q3 2019
|
First Hawaiian Bank
|
SELL
|
- |
-16.2KClosed |
$247K - $341K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-60Closed |
$1.17K - $1.32K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-68.8KClosed |
$1.34M - $1.51M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.11KClosed |
$21.7K - $24.4K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-952Closed |
$18.6K - $20.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-27Closed |
$528 - $593
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-14Closed |
$274 - $308
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-92.8KClosed |
$1.81M - $2.04M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-5KClosed |
$97.7K - $110K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-113Closed |
$2.21K - $2.48K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.27KClosed |
$44.3K - $49.8K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-73Closed |
$1.43K - $1.6K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-43Closed |
$840 - $945
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-28Closed |
$547 - $615
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-1.85KClosed |
$36.1K - $40.6K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-20.7KClosed |
$405K - $455K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
SELL
|
- |
-455Closed |
$8.89K - $10K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-203Closed |
$3.34K - $4.11K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-432KClosed |
$7.1M - $8.74M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.49MClosed |
$24.4M - $30.1M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-11.8KClosed |
$193K - $238K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-191KClosed |
$3.14M - $3.87M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-104KClosed |
$1.71M - $2.1M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-70.6KClosed |
$1.16M - $1.43M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-17.3KClosed |
$284K - $350K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-15.2KClosed |
$250K - $307K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-368Closed |
$6.05K - $7.45K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-205Closed |
$3.37K - $4.15K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-53.1KClosed |
$872K - $1.07M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-35Closed |
$575 - $708
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-45Closed |
$739 - $911
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-32.5KClosed |
$534K - $657K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Jnba Financial Advisors
|
SELL
|
- |
-71Closed |
$1.17K - $1.44K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Destination Wealth Management
|
SELL
|
- |
-50Closed |
$822 - $1.01K
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Conning Inc.
|
SELL
|
- |
-12.4KClosed |
$204K - $251K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Gvo Asset Management LTD
|
SELL
|
- |
-77.5KClosed |
$1.27M - $1.57M
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-2.54KClosed |
$41.7K - $51.4K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-300Closed |
$4.93K - $6.07K
|
0
$0
|
|
|
Apr 02, 2019
Q1 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-195Closed |
$3.2K - $3.95K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 26, 2019
Q4 2018
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-270Closed |
$4.24K - $6.27K
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-46.7KClosed |
$733K - $1.08M
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-36.5KClosed |
$573K - $848K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.2KClosed |
$18.9K - $27.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.38KClosed |
$21.7K - $32.1K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Wolverine Asset Management LLC
|
SELL
|
CALL |
-325KClosed |
$5.11M - $7.55M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-31.7KClosed |
$498K - $737K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-16.4KClosed |
$258K - $382K
|
0
$0
|
|