MARKET_TICKER: IVZ

IVZInsider Trading & SEC Form 4 Analysis

Institutional analysis of internal capital flows based on SEC Form 4 filings.

Executive Sentiment

BEARISH

SOURCE: EDGAR_SYSTEMSTATUS: VERIFIED

Automated_Intelligence_Report :: IVZ

Algorithmic analysis of recent insider trading activity for IVZ reveals a bearish posture among the C-suite and board members. Based on the latest SEC Form 4 filings, we have tracked capital events executed by 22 distinct corporate insiders. The aggregate nominal exposure during this reporting cycle reached $113.24M.

Market dynamics show a negative net capital flow of $6.05M when isolating open-market purchases versus open-market sales. Interestingly, a significant portion of the total volume is driven by the exercise of options or grants rather than open-market transactions, suggesting that insiders are currently prioritizing compensation-based equity accumulation or tax-related liquidation over voluntary portfolio rebalancing.

From a microstructural perspective, the most significant liquidity event was a divestment by Sharp Douglas J (Officer/Other), which accounts for a major share of the recent outflow. Continuous monitoring of these Tier-1 actors is essential, as their liquidity decisions often precede material corporate events or reflect an informed, asymmetric perspective on the future performance of IVZ.

Volume_30D

$113.24M

USD NOMINAL VALUE

Active_Insiders

UNIQUE C-SUITE ENTITIES

Last_Entry

2026.03.13

ISO_8601 FORMAT

INITIALIZING_CHART_ENGINE...

Entity / Timeline	Methodology	Position	Net Value
Smith Alan Leonard2026.03.13	ACQUISITION	8,641	$0
Smith Alan Leonard2026.03.13	ACQUISITION	3,849	$88,527
Invesco Advisers, Inc.2026.03.01	ACQUISITION	11,924.853	$334,987.01
Vacheron Terry2026.02.28	ACQUISITION	2,534	$0
Vacheron Terry2026.02.28	ACQUISITION	2,264	$0
Vacheron Terry2026.02.28	ACQUISITION	2,852	$74,893.52
Smith Alan Leonard2026.02.28	ACQUISITION	8,936	$0
Smith Alan Leonard2026.02.28	ACQUISITION	4,014	$105,407.64
Sharp Douglas J2026.02.28	ACQUISITION	46,138	$0
Sharp Douglas J2026.02.28	ACQUISITION	21,685	$569,448.1
Schlossberg Andrew2026.02.28	ACQUISITION	80,970	$0
Schlossberg Andrew2026.02.28	ACQUISITION	42,749	$0
Schlossberg Andrew2026.02.28	ACQUISITION	54,915	$0
Schlossberg Andrew2026.02.28	ACQUISITION	94,002	$2,468,492.52
Lo Andrew Tak Shing2026.02.28	ACQUISITION	16,479	$0
Lo Andrew Tak Shing2026.02.28	ACQUISITION	83,419	$0
Lo Andrew Tak Shing2026.02.28	ACQUISITION	14,333	$0
Lo Andrew Tak Shing2026.02.28	ACQUISITION	17,923	$0
Lo Andrew Tak Shing2026.02.28	ACQUISITION	18,113	$0
Kupor Jeffrey H2026.02.28	ACQUISITION	5,003	$0
Kupor Jeffrey H2026.02.28	ACQUISITION	6,140	$0
Kupor Jeffrey H2026.02.28	ACQUISITION	7,130	$187,233.8
JOHNSTON SHANNON A2026.02.28	ACQUISITION	8,913	$0
JOHNSTON SHANNON A2026.02.28	ACQUISITION	3,970	$104,252.2
DUKES LAURA ALLISON2026.02.28	ACQUISITION	63,131	$0
DUKES LAURA ALLISON2026.02.28	ACQUISITION	17,659	$0
DUKES LAURA ALLISON2026.02.28	ACQUISITION	26,362	$0
DUKES LAURA ALLISON2026.02.28	ACQUISITION	58,064	$1,524,760.64
Butcher Stephanie2026.02.28	ACQUISITION	9,237	$242,563.62
Wong Tony2026.02.28	ACQUISITION	15,343	$0
Wong Tony2026.02.28	ACQUISITION	16,612	$0
Wong Tony2026.02.28	ACQUISITION	17,854	$468,846.04
Invesco Advisers, Inc.2026.02.27	ACQUISITION	110,485.217	$2,848,297.85
Invesco Advisers, Inc.2026.02.27	ACQUISITION	5,778.639	$162,330.64
Wong Tony2026.02.06	ACQUISITION	40,113	$1,075,830.66
Invesco Advisers, Inc.2026.02.02	ACQUISITION	264,024.114	$6,804,218.25
Invesco Advisers, Inc.2026.02.01	ACQUISITION	11,508.364	$323,650.87
Invesco Advisers, Inc.2026.01.30	ACQUISITION	5,778.639	$162,513.24
Sharp Douglas J2026.01.15	ACQUISITION	29,189	$0
Sharp Douglas J2026.01.15	ACQUISITION	13,719	$403,201.41
Invesco Advisers, Inc.2026.01.02	ACQUISITION	10,761.241	$302,022.84
Invesco Advisers, Inc.2025.12.31	ACQUISITION	5,778.639	$162,182.13
Schlossberg Andrew2025.12.11	ACQUISITION	18,800	$0
Invesco Advisers, Inc.2025.12.01	ACQUISITION	10,863.448	$303,587.75
Invesco Advisers, Inc.2025.11.28	ACQUISITION	5,778.639	$161,488.69
Invesco Advisers, Inc.2025.11.28	ACQUISITION	18,002.849	$463,098.09
Invesco Advisers, Inc.2025.11.03	ACQUISITION	65,555.083	$1,682,143.43
Invesco Advisers, Inc.2025.11.01	ACQUISITION	9,574.417	$267,554.21
Invesco Advisers, Inc.2025.10.31	ACQUISITION	5,778.639	$161,482.33
Sharp Douglas J2025.10.31	DISPOSAL	160,000	$3,768,832
JOHNSTON SHANNON A2025.10.16	ACQUISITION	28,248	$0
JOHNSTON SHANNON A2025.10.16	ACQUISITION	8,345	$190,266
Invesco Advisers, Inc.2025.10.01	ACQUISITION	9,303.62	$260,348.78
Invesco Advisers, Inc.2025.09.30	ACQUISITION	5,778.639	$161,707.12
Butcher Stephanie2025.09.10	DISPOSAL	103,192	$2,282,710.23
Invesco Advisers, Inc.2025.09.01	ACQUISITION	8,878	$247,916.37
Sharp Douglas J2025.08.31	ACQUISITION	8,731	$0
Sharp Douglas J2025.08.31	ACQUISITION	4,104	$89,836.56
Sharp Douglas J2025.08.31	ACQUISITION	13,547	$0
Sharp Douglas J2025.08.31	ACQUISITION	6,368	$139,395.52
Sharp Douglas J2025.08.31	ACQUISITION	11,891	$0
Sharp Douglas J2025.08.31	ACQUISITION	5,589	$122,343.21
Sharp Douglas J2025.08.31	ACQUISITION	22,404	$0
Sharp Douglas J2025.08.31	ACQUISITION	10,530	$230,501.7
Butcher Stephanie2025.08.31	ACQUISITION	25,497	$0
Butcher Stephanie2025.08.31	ACQUISITION	11,984	$262,329.76
Butcher Stephanie2025.08.31	ACQUISITION	19,179	$0
Butcher Stephanie2025.08.31	ACQUISITION	9,015	$197,338.35
Invesco Advisers, Inc.2025.08.29	ACQUISITION	12,142	$310,911.69
Invesco Advisers, Inc.2025.08.29	ACQUISITION	5,778	$161,349.49
DUKES LAURA ALLISON2025.08.27	ACQUISITION	34,764	$0
Invesco Advisers, Inc.2025.08.01	ACQUISITION	52,636	$1,348,029.01
Invesco Advisers, Inc.2025.08.01	ACQUISITION	8,409	$234,857.48
Invesco Advisers, Inc.2025.07.31	ACQUISITION	5,778	$161,375.5
Invesco Advisers, Inc.2025.07.01	ACQUISITION	8,620	$241,307.42
Invesco Advisers, Inc.2025.06.30	ACQUISITION	4,617	$129,247.84
Invesco Realty, Inc.2025.06.30	ACQUISITION	351,765.527	$9,199,301.71
Invesco Realty, Inc.2025.06.30	ACQUISITION	351,765.527	$9,220,970.47
Invesco Realty, Inc.2025.06.30	ACQUISITION	351,765.527	$9,205,950.08
Invesco Realty, Inc.2025.06.30	ACQUISITION	878,895.257	$23,877,386.89
Invesco Realty, Inc.2025.06.30	ACQUISITION	439,447.629	$11,938,693.46
Invesco Realty, Inc.2025.06.30	ACQUISITION	311,283.091	$8,189,858.12
Invesco Advisers, Inc.2025.06.01	ACQUISITION	8,310	$232,374.19
Invesco Advisers, Inc.2025.05.30	ACQUISITION	4,618	$129,134.06
Invesco Advisers, Inc.2025.05.30	ACQUISITION	5,792	$148,216.12
WAGONER G RICHARD JR2025.05.15	ACQUISITION	12,728	$0
WOMACK CHRISTOPHER C2025.05.15	ACQUISITION	12,728	$0
Johnson Elizabeth S.2025.05.15	ACQUISITION	12,728	$0
Tolliver Paula2025.05.15	ACQUISITION	12,728	$0
GIBBONS THOMAS P2025.05.15	ACQUISITION	12,728	$0
Sheinwald Nigel2025.05.15	ACQUISITION	12,728	$0
Glavin William Francis Jr2025.05.15	ACQUISITION	12,728	$0
Finke Thomas M2025.05.15	ACQUISITION	12,728	$0
Beshar Sarah2025.05.15	ACQUISITION	12,728	$0
WOOD PHOEBE A2025.05.15	ACQUISITION	12,728	$0
Invesco Advisers, Inc.2025.05.01	ACQUISITION	41,491	$1,061,746.39
Invesco Advisers, Inc.2025.05.01	ACQUISITION	7,797	$220,261.35
Invesco Advisers, Inc.2025.04.30	ACQUISITION	4,618	$130,456.19
Invesco Advisers, Inc.2025.04.01	ACQUISITION	6,792	$191,849.55
Invesco Realty, Inc.2025.03.31	ACQUISITION	293,939	$7,500,000.55

Entity / Timeline	Methodology	Position	Net Value
Smith Alan Leonard2026.03.13	ACQUISITION	8,641	$0
Smith Alan Leonard2026.03.13	ACQUISITION	3,849	$88,527
Invesco Advisers, Inc.2026.03.01	ACQUISITION	11,924.853	$334,987.01
Vacheron Terry2026.02.28	ACQUISITION	2,534	$0
Vacheron Terry2026.02.28	ACQUISITION	2,264	$0
Vacheron Terry2026.02.28	ACQUISITION	2,852	$74,893.52
Smith Alan Leonard2026.02.28	ACQUISITION	8,936	$0
Smith Alan Leonard2026.02.28	ACQUISITION	4,014	$105,407.64
Sharp Douglas J2026.02.28	ACQUISITION	46,138	$0
Sharp Douglas J2026.02.28	ACQUISITION	21,685	$569,448.1
Schlossberg Andrew2026.02.28	ACQUISITION	80,970	$0
Schlossberg Andrew2026.02.28	ACQUISITION	42,749	$0
Schlossberg Andrew2026.02.28	ACQUISITION	54,915	$0
Schlossberg Andrew2026.02.28	ACQUISITION	94,002	$2,468,492.52
Lo Andrew Tak Shing2026.02.28	ACQUISITION	16,479	$0
Lo Andrew Tak Shing2026.02.28	ACQUISITION	83,419	$0
Lo Andrew Tak Shing2026.02.28	ACQUISITION	14,333	$0
Lo Andrew Tak Shing2026.02.28	ACQUISITION	17,923	$0
Lo Andrew Tak Shing2026.02.28	ACQUISITION	18,113	$0
Kupor Jeffrey H2026.02.28	ACQUISITION	5,003	$0
Kupor Jeffrey H2026.02.28	ACQUISITION	6,140	$0
Kupor Jeffrey H2026.02.28	ACQUISITION	7,130	$187,233.8
JOHNSTON SHANNON A2026.02.28	ACQUISITION	8,913	$0
JOHNSTON SHANNON A2026.02.28	ACQUISITION	3,970	$104,252.2
DUKES LAURA ALLISON2026.02.28	ACQUISITION	63,131	$0
DUKES LAURA ALLISON2026.02.28	ACQUISITION	17,659	$0
DUKES LAURA ALLISON2026.02.28	ACQUISITION	26,362	$0
DUKES LAURA ALLISON2026.02.28	ACQUISITION	58,064	$1,524,760.64
Butcher Stephanie2026.02.28	ACQUISITION	9,237	$242,563.62
Wong Tony2026.02.28	ACQUISITION	15,343	$0
Wong Tony2026.02.28	ACQUISITION	16,612	$0
Wong Tony2026.02.28	ACQUISITION	17,854	$468,846.04
Invesco Advisers, Inc.2026.02.27	ACQUISITION	110,485.217	$2,848,297.85
Invesco Advisers, Inc.2026.02.27	ACQUISITION	5,778.639	$162,330.64
Wong Tony2026.02.06	ACQUISITION	40,113	$1,075,830.66
Invesco Advisers, Inc.2026.02.02	ACQUISITION	264,024.114	$6,804,218.25
Invesco Advisers, Inc.2026.02.01	ACQUISITION	11,508.364	$323,650.87
Invesco Advisers, Inc.2026.01.30	ACQUISITION	5,778.639	$162,513.24
Sharp Douglas J2026.01.15	ACQUISITION	29,189	$0
Sharp Douglas J2026.01.15	ACQUISITION	13,719	$403,201.41
Invesco Advisers, Inc.2026.01.02	ACQUISITION	10,761.241	$302,022.84
Invesco Advisers, Inc.2025.12.31	ACQUISITION	5,778.639	$162,182.13
Schlossberg Andrew2025.12.11	ACQUISITION	18,800	$0
Invesco Advisers, Inc.2025.12.01	ACQUISITION	10,863.448	$303,587.75
Invesco Advisers, Inc.2025.11.28	ACQUISITION	5,778.639	$161,488.69
Invesco Advisers, Inc.2025.11.28	ACQUISITION	18,002.849	$463,098.09
Invesco Advisers, Inc.2025.11.03	ACQUISITION	65,555.083	$1,682,143.43
Invesco Advisers, Inc.2025.11.01	ACQUISITION	9,574.417	$267,554.21
Invesco Advisers, Inc.2025.10.31	ACQUISITION	5,778.639	$161,482.33
Sharp Douglas J2025.10.31	DISPOSAL	160,000	$3,768,832
JOHNSTON SHANNON A2025.10.16	ACQUISITION	28,248	$0
JOHNSTON SHANNON A2025.10.16	ACQUISITION	8,345	$190,266
Invesco Advisers, Inc.2025.10.01	ACQUISITION	9,303.62	$260,348.78
Invesco Advisers, Inc.2025.09.30	ACQUISITION	5,778.639	$161,707.12
Butcher Stephanie2025.09.10	DISPOSAL	103,192	$2,282,710.23
Invesco Advisers, Inc.2025.09.01	ACQUISITION	8,878	$247,916.37
Sharp Douglas J2025.08.31	ACQUISITION	8,731	$0
Sharp Douglas J2025.08.31	ACQUISITION	4,104	$89,836.56
Sharp Douglas J2025.08.31	ACQUISITION	13,547	$0
Sharp Douglas J2025.08.31	ACQUISITION	6,368	$139,395.52
Sharp Douglas J2025.08.31	ACQUISITION	11,891	$0
Sharp Douglas J2025.08.31	ACQUISITION	5,589	$122,343.21
Sharp Douglas J2025.08.31	ACQUISITION	22,404	$0
Sharp Douglas J2025.08.31	ACQUISITION	10,530	$230,501.7
Butcher Stephanie2025.08.31	ACQUISITION	25,497	$0
Butcher Stephanie2025.08.31	ACQUISITION	11,984	$262,329.76
Butcher Stephanie2025.08.31	ACQUISITION	19,179	$0
Butcher Stephanie2025.08.31	ACQUISITION	9,015	$197,338.35
Invesco Advisers, Inc.2025.08.29	ACQUISITION	12,142	$310,911.69
Invesco Advisers, Inc.2025.08.29	ACQUISITION	5,778	$161,349.49
DUKES LAURA ALLISON2025.08.27	ACQUISITION	34,764	$0
Invesco Advisers, Inc.2025.08.01	ACQUISITION	52,636	$1,348,029.01
Invesco Advisers, Inc.2025.08.01	ACQUISITION	8,409	$234,857.48
Invesco Advisers, Inc.2025.07.31	ACQUISITION	5,778	$161,375.5
Invesco Advisers, Inc.2025.07.01	ACQUISITION	8,620	$241,307.42
Invesco Advisers, Inc.2025.06.30	ACQUISITION	4,617	$129,247.84
Invesco Realty, Inc.2025.06.30	ACQUISITION	351,765.527	$9,199,301.71
Invesco Realty, Inc.2025.06.30	ACQUISITION	351,765.527	$9,220,970.47
Invesco Realty, Inc.2025.06.30	ACQUISITION	351,765.527	$9,205,950.08
Invesco Realty, Inc.2025.06.30	ACQUISITION	878,895.257	$23,877,386.89
Invesco Realty, Inc.2025.06.30	ACQUISITION	439,447.629	$11,938,693.46
Invesco Realty, Inc.2025.06.30	ACQUISITION	311,283.091	$8,189,858.12
Invesco Advisers, Inc.2025.06.01	ACQUISITION	8,310	$232,374.19
Invesco Advisers, Inc.2025.05.30	ACQUISITION	4,618	$129,134.06
Invesco Advisers, Inc.2025.05.30	ACQUISITION	5,792	$148,216.12
WAGONER G RICHARD JR2025.05.15	ACQUISITION	12,728	$0
WOMACK CHRISTOPHER C2025.05.15	ACQUISITION	12,728	$0
Johnson Elizabeth S.2025.05.15	ACQUISITION	12,728	$0
Tolliver Paula2025.05.15	ACQUISITION	12,728	$0
GIBBONS THOMAS P2025.05.15	ACQUISITION	12,728	$0
Sheinwald Nigel2025.05.15	ACQUISITION	12,728	$0
Glavin William Francis Jr2025.05.15	ACQUISITION	12,728	$0
Finke Thomas M2025.05.15	ACQUISITION	12,728	$0
Beshar Sarah2025.05.15	ACQUISITION	12,728	$0
WOOD PHOEBE A2025.05.15	ACQUISITION	12,728	$0
Invesco Advisers, Inc.2025.05.01	ACQUISITION	41,491	$1,061,746.39
Invesco Advisers, Inc.2025.05.01	ACQUISITION	7,797	$220,261.35
Invesco Advisers, Inc.2025.04.30	ACQUISITION	4,618	$130,456.19
Invesco Advisers, Inc.2025.04.01	ACQUISITION	6,792	$191,849.55
Invesco Realty, Inc.2025.03.31	ACQUISITION	293,939	$7,500,000.55

Automated_Queries :: Frequently Asked Questions

>Who is currently buying IVZ stock?

Our algorithmic tracking of SEC Form 4 filings indicates no significant open-market buying activity by major executives for IVZ in the recent reporting period.

>Are IVZ insiders selling their shares?

Yes, we have tracked $6.05M in recent insider liquidations. The most notable recent seller is Sharp Douglas J, who executed the largest single offload.

>What is the overall insider sentiment for IVZ?

The short-term structural capital flow indicates a BEARISH sentiment, with a net flow of $6.05M generated by 22 active C-Suite entities.

SECTOR_PEERS :: Financial Services

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