Public ownership evidence

Invesco LTD (IVZ) Ownership Disclosures

Read IVZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Invesco LTD: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-14
Trade date
2026-09-11
Reporting owners
WOOD PHOEBE A
Code
S
Shares
3,000
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001197233-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IVZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IVZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-142026-09-11WOOD PHOEBE AS3,000Not reported
2026-09-102026-09-09Lo Andrew Tak ShingS100,840Not reported
2026-09-102026-09-08Lo Andrew Tak ShingS42,530Not reported
2026-09-102026-09-09Butcher StephanieS45,095Not reported
2026-09-092026-09-04DUKES LAURA ALLISONS31,075Not reported
2026-09-032026-08-31Butcher StephanieA20,766Not reported
2026-09-032026-08-31Butcher StephanieA19,179Not reported
2026-09-032026-08-31Butcher StephanieA25,497Not reported
2026-09-032026-08-31Sharp Douglas JA22,642Not reported
2026-09-032026-08-31Sharp Douglas JA22,404Not reported
2026-09-032026-08-31Sharp Douglas JA11,891Not reported
2026-09-032026-08-31Sharp Douglas JA13,548Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2955$1,451None
Cornerstone Financial Management LLC2026-03-312026-08-2937$899None
Cornerstone Financial Management LLC2025-12-312026-08-2937$972None
Advisors Asset Management, Inc.2021-12-312026-08-2810,429$240,076None
Advisors Asset Management, Inc.2020-06-302026-08-2818,818$202,482None
Advisors Asset Management, Inc.2021-09-302026-08-2812,276$296,000None
Corient Private Wealth LP2026-06-302026-08-2816,659$439,629None
Corient Private Wealth LP2026-06-302026-08-28229,003$6,043,241None
Redwood Investment Management, LLC2024-12-312026-08-28135,486$2,368,000None
Principia Wealth Advisory, LLC2026-06-302026-08-2775$1,979None
Principia Wealth Advisory, LLC2026-03-312026-08-2761$1,482None
Advisors Asset Management, Inc.2024-03-312026-08-2711,431$189,640None
Advisors Asset Management, Inc.2025-03-312026-08-2730,186$457,922None
Advisors Asset Management, Inc.2020-12-312026-08-2715,836$276,000None
Advisors Asset Management, Inc.2022-03-312026-08-274,123$95,076None
Advisors Asset Management, Inc.2023-09-302026-08-27644$9,351None
Advisors Asset Management, Inc.2021-03-312026-08-2712,817$323,245None
Advisors Asset Management, Inc.2021-06-302026-08-2712,718$340,000None
Advisors Asset Management, Inc.2020-09-302026-08-2717,997$205,346None
Advisors Asset Management, Inc.2025-09-302026-08-2728,468$653,056None
Advisors Asset Management, Inc.2023-12-312026-08-276,436$114,818None
Advisors Asset Management, Inc.2019-12-312026-08-267,499$134,832None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2617,650$428,719None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2623,500$620,165None
Advisors Asset Management, Inc.2025-06-302026-08-2530,639$483,177None
CYBER HORNET ETFs LLC2026-06-302026-08-251,210$31,932None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25410,656$10,837,212None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2510,837,212$410,656,000None
Advisors Asset Management, Inc.2024-09-302026-08-2218,066$317,239None
Advisors Asset Management, Inc.2024-06-302026-08-2211,223$167,896None
Advisors Asset Management, Inc.2024-12-312026-08-2223,239$406,218None
Advisors Asset Management, Inc.2025-12-312026-08-2227,848$731,567None
Advisors Asset Management, Inc.2020-03-312026-08-2213,490$122,489None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2022,584$595,992None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20219,074$5,781,359None
Advisors Asset Management, Inc.2019-03-312026-08-19124,018$2,394,788None
Advisors Asset Management, Inc.2019-09-302026-08-1935,024$593,307None
Advisors Asset Management, Inc.2019-06-302026-08-1970,323$1,438,809None
Ensign Peak Advisors, Inc2026-03-312026-08-1930,675$745,096None
Ensign Peak Advisors, Inc2025-12-312026-08-1945,355$1,191,476None
Ensign Peak Advisors, Inc2025-09-302026-08-1961,725$1,415,972None
Caitlin John, LLC2026-06-302026-08-1853$1,399None
Corient Private Wealth LP2026-06-302026-08-18214,266$5,654,312None
Empowered Funds, LLC2026-06-302026-08-183,244$85,609None
Empowered Funds, LLC2026-06-302026-08-182,573$67,901None
Empowered Funds, LLC2026-06-302026-08-181,808$47,713None
Empowered Funds, LLC2026-06-302026-08-18376$9,923None
Transamerica Financial Advisors, LLC2026-06-302026-08-18108$2,864None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1817,712$467,424None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1819,500$514,605Put

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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