StockCIK 914208
Invesco Ltd. (IVZ): Insider Trades and Fund Holdings
In the past 12 months, Invesco Ltd. insiders reported 0 open-market purchases worth $0 and 5 sales worth $7.23M; 0 of the sales were reported as made under a 10b5-1 trading plan.
0Insider buys, 12 months
$0Bought by insiders, 12 months
$7.23MSold by insiders, 12 months
1Tracked funds holding
Recent insider trades
Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Sep 14, 2026.
| Filed | Insider | Type | Value |
|---|---|---|---|
| Sep 14 | Phoebe A. WoodDirector | ▼ SELL | $97K |
| Sep 10 | Andrew Tak Shing LoSenior Managing Director | ▼ SELL | $3.25M |
| Sep 10 | Stephanie ButcherSenior Managing Director | ▼ SELL | $1.46M |
| Sep 10 | Andrew Tak Shing LoSenior Managing Director | ▼ SELL | $1.40M |
| Sep 9 | Laura Allison DukesCFO | ▼ SELL | $1.03M |
Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings
Insiders who traded in the past year
| Insider | Role | Buys | Bought | Sells | Sold |
|---|---|---|---|---|---|
| Phoebe A. Wood | Director | 0 | $0 | 1 | $97K |
| Andrew Tak Shing Lo | Senior Managing Director | 0 | $0 | 2 | $4.64M |
| Stephanie Butcher | Senior Managing Director | 0 | $0 | 1 | $1.46M |
| Laura Allison Dukes | CFO | 0 | $0 | 1 | $1.03M |
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Tracked funds that report IVZ
From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.
| Fund | Shares | Value | Change |
|---|---|---|---|
| Trian Fund Management | 1,625,472 | $42.9M | ▼ −45.3% |
Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings
Reading these numbers
Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →