Skip to content

IVZ · Invesco Ltd.

Financial Services · −2.1% on Oct 16

☆ Add to watchlist

Updated Oct 17 · 6 feeds behind: Insider filings, 2 days, and 5 more · Every feed →

On this page

The market view

Price chart

The interactive IVZ chart (by TradingView) loads here.

Our take

5 rules fired on IVZ

In short: none of these rules has solid or some evidence yet, so they show no clear lean on IVZ.

How each did in past tests, against similar stocks over 3 months. Past results don't predict future ones.

All 5 rules
The 0–100 score for IVZ, and which of these rules are open on it right now
Members see one number for how strongly these rules agree on IVZ, and the day each rule fired. Better-tested rules count more, and so do different kinds of filings that point the same way.
See pricing →
Already a member? Sign in

Compare with this company’s history

Is disclosure activity unusual?

See how many different insiders or members of Congress reported purchases or sales of IVZ. Each bar covers 28 days, by disclosure date. Several trades by one person count once in each group and period.

Latest period: Sep 21, 2026–Oct 18, 2026 · UTC dates · today is excluded

Congress purchases

Sparse history

Only 1 of 12 earlier periods had activity. That is too little recurring activity to label this count unusual.

Latest 28 days
0
Earlier median
0
Earlier range
0–1
Distinct filers per 28 daysScale: 0–1
Oct 20, 2025Oct 18, 2026
Earlier periodsLatest 28 daysEarlier median 0

Who appears in the latest period?

No named filers on file for this period.

Up to three filers; one example disclosure each.

Inspect this period’s filings

The history behind this view

First stored company disclosure: Oct 15, 2015. Newest disclosure across this feed: Oct 15, 2026.

Earlier periods in the comparison: 12. Outlined periods are missing data, so they are left out of the comparison. The chart scale changes with the category.

Exact counts, dates and filings for all four categories
Insider purchases · Short history

Only 0 earlier periods are on file to compare with. We need at least 6 full periods before calling a count unusual. Earlier median: —; range: unavailable.

Insider purchases: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 2025—Unavailable
Nov 17, 2025–Dec 14, 2025—Unavailable
Dec 15, 2025–Jan 11, 2026—Unavailable
Jan 12, 2026–Feb 8, 2026—Unavailable
Feb 9, 2026–Mar 8, 2026—Unavailable
Mar 9, 2026–Apr 5, 2026—Unavailable
Apr 6, 2026–May 3, 2026—Unavailable
May 4, 2026–May 31, 2026—Unavailable
Jun 1, 2026–Jun 28, 2026—Unavailable
Jun 29, 2026–Jul 26, 2026—Unavailable
Jul 27, 2026–Aug 23, 2026—Unavailable
Aug 24, 2026–Sep 20, 20260Partial; excluded
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
Insider sales · Short history

Only 0 earlier periods are on file to compare with. We need at least 6 full periods before calling a count unusual. Earlier median: —; range: unavailable.

Insider sales: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 2025—Unavailable
Nov 17, 2025–Dec 14, 2025—Unavailable
Dec 15, 2025–Jan 11, 2026—Unavailable
Jan 12, 2026–Feb 8, 2026—Unavailable
Feb 9, 2026–Mar 8, 2026—Unavailable
Mar 9, 2026–Apr 5, 2026—Unavailable
Apr 6, 2026–May 3, 2026—Unavailable
May 4, 2026–May 31, 2026—Unavailable
Jun 1, 2026–Jun 28, 2026—Unavailable
Jun 29, 2026–Jul 26, 2026—Unavailable
Jul 27, 2026–Aug 23, 2026—Unavailable
Aug 24, 2026–Sep 20, 20264Partial; excluded
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
Congress purchases · Sparse history

Only 1 of 12 earlier periods had activity. That is too little recurring activity to label this count unusual. Earlier median: 0; range: 0–1.

Congress purchases: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 20250Within stored history
Nov 17, 2025–Dec 14, 20250Within stored history
Dec 15, 2025–Jan 11, 20260Within stored history
Jan 12, 2026–Feb 8, 20260Within stored history
Feb 9, 2026–Mar 8, 20261Within stored history
Mar 9, 2026–Apr 5, 20260Within stored history
Apr 6, 2026–May 3, 20260Within stored history
May 4, 2026–May 31, 20260Within stored history
Jun 1, 2026–Jun 28, 20260Within stored history
Jun 29, 2026–Jul 26, 20260Within stored history
Jul 27, 2026–Aug 23, 20260Within stored history
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
Congress sales · Sparse history

Only 2 of 12 earlier periods had activity. That is too little recurring activity to label this count unusual. Earlier median: 0; range: 0–1.

Congress sales: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 20, 2025–Nov 16, 20250Within stored history
Nov 17, 2025–Dec 14, 20250Within stored history
Dec 15, 2025–Jan 11, 20260Within stored history
Jan 12, 2026–Feb 8, 20260Within stored history
Feb 9, 2026–Mar 8, 20261Within stored history
Mar 9, 2026–Apr 5, 20261Within stored history
Apr 6, 2026–May 3, 20260Within stored history
May 4, 2026–May 31, 20260Within stored history
Jun 1, 2026–Jun 28, 20260Within stored history
Jun 29, 2026–Jul 26, 20260Within stored history
Jul 27, 2026–Aug 23, 20260Within stored history
Aug 24, 2026–Sep 20, 20260Within stored history
Sep 21, 2026–Oct 18, 2026Latest period0Within stored history
How to read this comparison

The median is the middle count in up to 12 earlier, non-overlapping 28-day periods; the range runs from the smallest to the largest count. The latest period is excluded from both. A comparison needs at least 6 earlier periods, including 3 with activity. The feed’s latest disclosure must be within 7 days of the current period’s end. This freshness check does not verify complete collection.

Insiders include individuals and reporting entities; only purchase and sale codes enter this view. Congress counts reporting members, including their disclosed family transactions. The same filer can appear in purchases and sales, so these categories should not be added into a net count.

These are stored disclosures, not a complete measure of trading. Reporting delays and collection gaps can change the comparison. More activity does not identify a motive or predict a stock’s return.

Company timeline

What has been happening?

May 1, 2026–Oct 16, 2026. Select a month in a category to inspect its records.

Company filings

Insiders

All 15 records in this snapshot
  1. Filed
  2. Filed
  3. Filed
  4. Filed
  5. Disclosed
    Phoebe A Wood · Sale

    Transaction dated Sep 11, 2026

  6. Filed
  7. Disclosed
    Andrew Tak Shing Lo · Sale

    Transaction dated Sep 9, 2026

  8. Disclosed
    Andrew Tak Shing Lo · Sale

    Transaction dated Sep 8, 2026

  9. Filed
  10. Disclosed
    Stephanie Butcher · Sale

    Transaction dated Sep 9, 2026

  11. Disclosed
    Laura Allison Dukes · Sale

    Transaction dated Sep 4, 2026

  12. Filed
  13. Filed
  14. Filed
  15. Filed

Month counts include every record on file. The lists show the newest records on this page. A dash means none on file that month. Trades use disclosure dates; contract dates follow the source record. Nearby events do not establish the cause of a price move.

Who's buying and selling · last 90 days

Congress

No Congress trades on IVZ disclosed in the last 90 days.

See every Congress trade on IVZ →

Company insiders

0 buys · 4 sells (5 filed lots) · $7.2M sold

  1. ▼ SELLPhoebe A Wood DirectorIVZ Invesco Ltd.$97.3Kdisclosed Sep 14 · filed 3 days after the trade
  2. ▼ SELLStephanie Butcher Senior Managing DirectorIVZ Invesco Ltd.$1.5Mdisclosed Sep 10 · filed 1 day after the trade
  3. ▼ SELLAndrew Tak Shing Lo Senior Managing DirectorIVZ Invesco Ltd.$3.2Mdisclosed Sep 10 · filed 1 day after the trade
  4. ▼ SELLAndrew Tak Shing Lo Senior Managing DirectorIVZ Invesco Ltd.$1.4Mdisclosed Sep 10 · filed 2 days after the trade
  5. ▼ SELLLaura Allison Dukes Chief Financial OfficerIVZ Invesco Ltd.$1Mdisclosed Sep 9 · filed 5 days after the trade · late
See every insider trade on IVZ →

Filings & events

Company filings (8-K) 96

Events the company must report to the SEC within days — results, deals, departures, restatements.

What it files 8-Ks about

  • Shared information with investors · item 7.0133
  • Quarterly or yearly results · item 2.0210
  • Directors or officers joined, left or got new pay · item 5.023
  • Shareholder vote results · item 5.073
  • Other events · item 8.011
  • Signed a major agreement · item 1.011

Filing red flags 4

Warning signs in the company's own SEC filings — going-concern doubts, control weaknesses, staff comment letters, late filings, restatements, Wells notices, clinical holds, dividend cuts.

Lobbying 44

Lobbying reports filed with the Senate for the company.

$5.8M across 44 reports

Issues named in the most reports

  • Financial Institutions/Investments/Securities 44
  • Taxation/Internal Revenue Code 21

Planned insider sales (Form 144) 8

Notices insiders file before they sell certain shares, such as ones they got straight from the company.

5 in the last 90 days · 8 notices on file

The notices on file don't give the sale's size; each sale shows up under company insiders once it is reported.

5% owners (13D / 13G) 3

Investors who reported owning 5% or more — 13D for owners who may push for changes, 13G for owners who just hold.

Push for changes, or just hold?

  • 13D, may push for changes: 1 filing
  • 13G, just holds: 2 filings

Filed by Vanguard Capital Management LLC · Millennium Management LLC · Trian Fund Management, L.P.

Biggest named funds (13F)

The largest IVZ holdings among the well-known funds whose quarterly 13F filings we read — opens here.

Every disclosed trade on IVZ

  1. ▼ SELLPhoebe A Wood DirectorIVZ Invesco Ltd.$97.3Kdisclosed Sep 14 · filed 3 days after the trade
  2. ▼ SELLStephanie Butcher Senior Managing DirectorIVZ Invesco Ltd.$1.5Mdisclosed Sep 10 · filed 1 day after the trade
  3. ▼ SELLAndrew Tak Shing Lo Senior Managing DirectorIVZ Invesco Ltd.$3.2Mdisclosed Sep 10 · filed 1 day after the trade
  4. ▼ SELLAndrew Tak Shing Lo Senior Managing DirectorIVZ Invesco Ltd.$1.4Mdisclosed Sep 10 · filed 2 days after the trade
  5. ▼ SELLLaura Allison Dukes Chief Financial OfficerIVZ Invesco Ltd.$1Mdisclosed Sep 9 · filed 5 days after the trade · late
  6. ▼ SELLKevin Hern Rep · House · OKIVZ Invesco Ltd.$15K–$50Kdisclosed Apr 3 · filed 17 days after the trade
  7. ▼ SELLKevin Hern Rep · House · OKIVZ Invesco Ltd.$15K–$50Kdisclosed Mar 31 · filed 14 days after the trade
  8. ▼ SELLGilbert Ray Cisneros Jr Dem · House · CAIVZ Invesco Ltd.$1K–$15Kdisclosed Mar 6 · filed 24 days after the trade
  9. ▲ BUYGilbert Ray Cisneros Jr Dem · House · CAIVZ Invesco Ltd.$1K–$15Kdisclosed Feb 11 · filed 33 days after the trade
  10. ▼ SELLRobert P. Bresnahan Jr Rep · House · PAIVZ Invesco Ltd.$1K–$15Kdisclosed Apr 8, 2025 · filed the same day
  11. ▲ BUYJohn Hoeven Rep · Senate · NDIVZ Invesco Ltd.$50K–$100Kdisclosed Dec 10, 2019 · filed 35 days after the trade 1 rule fired
  12. ▲ BUYJohn Hoeven Rep · Senate · NDIVZ Invesco Ltd.$50K–$100Kdisclosed Apr 26, 2019 · filed 35 days after the trade 1 rule fired
  13. ▼ SELLJohn Hoeven Rep · Senate · NDIVZ Invesco Ltd.$15K–$50Kdisclosed Jan 31, 2019 · filed 35 days after the trade
  14. ▲ BUYJohn Hoeven Rep · Senate · NDIVZ Invesco Ltd.$50K–$100Kdisclosed Aug 2, 2016 · filed 35 days after the trade 1 rule fired
  15. ▲ BUYGary C. Peters Dem · Senate · MIIVZ Invesco Ltd.$1K–$15Kdisclosed Jun 28, 2016 · filed 35 days after the trade 1 rule fired
  16. ▲ BUYJohn Hoeven Rep · Senate · NDIVZ Invesco Ltd.$50K–$100Kdisclosed Apr 11, 2016 · filed 35 days after the trade 1 rule fired
  17. ▲ BUYGary C. Peters Dem · Senate · MIIVZ Invesco Ltd.$1K–$15Kdisclosed Oct 15, 2015 · filed 35 days after the trade 1 rule fired
See the trades on IVZ in the feed →
People & votes

Which members of Congress traded IVZ, sponsored bills that touch it and voted on them — opens here.