Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 36,879 | $969 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 36,599 | $840 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 38,366 | $605 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 39,047 | $592 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 25,975 | $454 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 26,351 | $463 | $15.45 | $13.80 - $17.09 |
| Q1 2018 | 57,160 | $1,830 | $23.62 | $21.10 - $26.21 |
| Q4 2017 | 72,440 | $2,647 | $24.58 | $23.15 - $25.81 |
| Q3 2017 | 72,700 | $2,547 | $23.01 | $21.36 - $24.70 |
| Q2 2017 | 73,350 | $2,581 | $21.78 | $19.95 - $24.08 |
| Q1 2017 | 98,730 | $3,024 | $20.69 | $18.94 - $22.24 |
| Q4 2016 | 123,066 | $3,733 | $20.18 | $17.92 - $21.97 |
| Q3 2016 | 120,974 | $3,783 | $19.10 | $15.74 - $20.73 |
| Q2 2016 | 22,450 | $573 | $19.11 | $14.88 - $21.04 |
| Q1 2016 | 23,380 | $719 | $18.39 | $15.79 - $21.27 |
| Q4 2015 | 23,560 | $789 | $20.68 | $18.99 - $22.19 |
| Q3 2015 | 25,460 | $795 | $22.28 | $19.27 - $24.65 |
| Q2 2015 | 72,320 | $2,711 | $24.92 | $23.28 - $26.08 |
| Q1 2015 | 57,630 | $2,287 | $24.15 | $21.83 - $26.03 |
| Q4 2014 | 57,630 | $2,278 | $24.21 | $21.07 - $25.58 |
| Q3 2014 | 57,040 | $2,252 | $24.01 | $22.71 - $25.38 |
| Q2 2014 | 47,740 | $1,802 | $21.95 | $20.55 - $23.37 |