Purchases and Sales Made in Q4 2024 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q4 2024. The information is specifically focused on institutions that hold shares of Invesco Ltd..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.42K+ 1.65% |
$23.9K - $26.5K
|
87.6K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.37K+ 10.61% |
$22.9K - $25.5K
|
14.3K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.29K+ 2.4% |
$21.6K - $24K
|
54.9K
$954K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.22K+ 1.94% |
$20.5K - $22.8K
|
64.2K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22K+ 18.0% |
$20.5K - $22.7K
|
8K
$139K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.2K+ 1.58% |
$20.1K - $22.4K
|
77K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.14KNew |
$19.1K - $21.2K
|
1.14K
$19.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.11K+ 10.47% |
$18.6K - $20.6K
|
11.7K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.01K+ 0.63% |
$16.9K - $18.8K
|
161K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
835+ 0.55% |
$14K - $15.6K
|
153K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
812+ 0.84% |
$13.6K - $15.1K
|
98K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
803+ 68.63% |
$13.5K - $15K
|
1.97K
$34.3K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
801+ 18.28% |
$13.4K - $14.9K
|
5.18K
$90.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
718+ 131.99% |
$12K - $13.4K
|
1.26K
$21.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
710+ 6.81% |
$11.9K - $13.2K
|
11.1K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
705New |
$11.8K - $13.1K
|
705
$12.3K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
677+ 1.47% |
$11.4K - $12.6K
|
46.7K
$812K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
677+ 112.46% |
$11.4K - $12.6K
|
1.28K
$22.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
669New |
$11.2K - $12.5K
|
669
$11.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
482+ 3.75% |
$8.09K - $8.98K
|
13.3K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
447+ 2.94% |
$7.5K - $8.33K
|
15.7K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
414+ 0.85% |
$6.95K - $7.71K
|
49K
$852K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
394+ 12.09% |
$6.61K - $7.34K
|
3.65K
$63.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
390+ 3.43% |
$6.54K - $7.27K
|
11.8K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
381+ 15.34% |
$6.39K - $7.1K
|
2.86K
$49.8K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
374+ 0.64% |
$6.28K - $6.97K
|
59K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
350+ 3.02% |
$5.87K - $6.52K
|
11.9K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
340+ 3.03% |
$5.71K - $6.33K
|
11.6K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
333+ 1.58% |
$5.59K - $6.2K
|
21.4K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
300New |
$5.03K - $5.59K
|
300
$5.22K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
280+ 18.79% |
$4.7K - $5.22K
|
1.77K
$30.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
262+ 2.42% |
$4.4K - $4.88K
|
11.1K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
254+ 0.08% |
$4.26K - $4.73K
|
329K
$5.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
239New |
$4.01K - $4.45K
|
239
$4.16K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
232+ 27.04% |
$3.89K - $4.32K
|
1.09K
$19K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
195+ 110.17% |
$3.27K - $3.63K
|
372
$6.47K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
175+ 26.08% |
$2.94K - $3.26K
|
846
$14.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
163+ 25.75% |
$2.74K - $3.04K
|
796
$13.8K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
118+ 0.73% |
$1.98K - $2.2K
|
16.2K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
107New |
$1.8K - $1.99K
|
107
$1.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
105+ 69.08% |
$1.76K - $1.96K
|
257
$4.47K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
104+ 40.78% |
$1.75K - $1.94K
|
359
$6.24K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
102+ 12.41% |
$1.71K - $1.9K
|
924
$16.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
88+ 1.44% |
$1.48K - $1.64K
|
6.22K
$108K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
88+ 0.45% |
$1.48K - $1.64K
|
19.8K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
80New |
$1.34K - $1.49K
|
80
$1.39K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69New |
$1.16K - $1.29K
|
69
$1.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
66New |
$1.11K - $1.23K
|
66
$1.15K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 7.34% |
$889 - $987
|
775
$13.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 4.47% |
$688 - $764
|
959
$16.7K
|