Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 1,886 | $44 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 35,340 | $811 | $20.48 | $15.32 - $23.00 |
| Q1 2025 | 44,525 | $675 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 38,439 | $672 | $16.96 | $15.93 - $17.97 |
| Q1 2024 | 124,503 | $2,066 | $14.79 | $13.58 - $16.65 |
| Q2 2022 | 37,397 | $603 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 142,607 | $3,289 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 330,808 | $7,615 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 568,605 | $13,709 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 578,511 | $15,464 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 297,797 | $7,510 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 260,503 | $4,541 | $12.44 | $8.97 - $14.78 |
| Q3 2020 | 205,130 | $2,341 | $8.46 | $7.70 - $9.36 |
| Q2 2020 | 205,130 | $2,207 | $7.05 | $5.06 - $9.33 |
| Q1 2020 | 236,535 | $2,148 | $11.70 | $5.73 - $14.76 |
| Q4 2019 | 276,387 | $4,969 | $12.93 | $11.44 - $14.22 |
| Q3 2019 | 171,105 | $2,899 | $13.12 | $11.37 - $15.54 |
| Q2 2019 | 171,115 | $3,501 | $15.19 | $14.15 - $16.09 |
| Q1 2019 | 64,665 | $1,249 | $13.47 | $11.65 - $14.87 |
| Q4 2018 | 79,829 | $1,336 | $14.19 | $10.98 - $16.58 |
| Q3 2018 | 12,155 | $278 | $17.49 | $15.97 - $19.19 |
| Q2 2018 | 209,107 | $5,554 | $19.91 | $18.20 - $22.03 |
| Q1 2018 | 227,590 | $7,285 | $23.62 | $21.10 - $26.21 |
| Q4 2017 | 214,085 | $7,823 | $24.58 | $23.15 - $25.81 |
| Q3 2017 | 183,765 | $6,439 | $23.01 | $21.36 - $24.70 |
| Q2 2017 | 41,775 | $1,470 | $21.78 | $19.95 - $24.08 |
| Q1 2017 | 42,200 | $1,293 | $20.69 | $18.94 - $22.24 |
| Q4 2016 | 214,179 | $6,498 | $20.18 | $17.92 - $21.97 |
| Q3 2016 | 98,651 | $3,085 | $19.10 | $15.74 - $20.73 |
| Q2 2016 | 49,207 | $1,257 | $19.11 | $14.88 - $21.04 |
| Q1 2016 | 56,912 | $1,751 | $18.39 | $15.79 - $21.27 |
| Q4 2015 | 61,837 | $2,070 | $20.68 | $18.99 - $22.19 |
| Q3 2015 | 54,007 | $1,687 | $22.28 | $19.27 - $24.65 |
| Q2 2015 | 75,848 | $2,844 | $24.92 | $23.28 - $26.08 |
| Q1 2015 | 87,163 | $3,459 | $24.15 | $21.83 - $26.03 |
| Q4 2014 | 88,713 | $3,506 | $24.21 | $21.07 - $25.58 |
| Q3 2014 | 82,303 | $3,249 | $24.01 | $22.71 - $25.38 |
| Q2 2014 | 72,508 | $2,737 | $21.95 | $20.55 - $23.37 |
| Q1 2014 | 66,573 | $2,463 | $20.87 | $19.05 - $22.47 |
| Q4 2013 | 66,644 | $2,426 | $20.30 | $18.79 - $22.09 |
| Q3 2013 | 118,431 | $3,778 | $18.96 | $17.95 - $19.76 |
| Q2 2013 | 46,715 | $1,486 | $18.88 | $16.39 - $20.74 |