Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 16,413 | $431 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 259,938 | $5,963 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 87,485 | $1,380 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 40,375 | $609 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 432,310 | $7,557 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 645,460 | $11,334 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 524,030 | $7,839 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 29,549 | $490 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 138,761 | $2,475 | $13.06 | $11.20 - $16.55 |
| Q3 2023 | 22,424 | $326 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 22,624 | $380 | $14.20 | $12.51 - $15.37 |
| Q4 2022 | 247,464 | $4,452 | $14.76 | $11.31 - $17.81 |
| Q4 2021 | 150,586 | $3,466 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 143,942 | $3,470 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 34,081 | $911 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 389,502 | $9,823 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 1,036,837 | $18,072 | $12.44 | $8.97 - $14.78 |
| Q3 2020 | 75,622 | $863 | $8.46 | $7.70 - $9.36 |
| Q1 2020 | 21,477 | $195 | $11.70 | $5.73 - $14.76 |
| Q4 2019 | 69,801 | $1,252 | $12.93 | $11.44 - $14.22 |
| Q3 2019 | 55,870 | $946 | $13.12 | $11.37 - $15.54 |
| Q2 2019 | 98,992 | $2,025 | $15.19 | $14.15 - $16.09 |
| Q1 2019 | 86,497 | $1,675 | $13.47 | $11.65 - $14.87 |
| Q3 2018 | 161,065 | $3,685 | $17.49 | $15.97 - $19.19 |
| Q2 2018 | 75,776 | $2,013 | $19.91 | $18.20 - $22.03 |
| Q1 2018 | 128,553 | $4,071 | $23.62 | $21.10 - $26.21 |
| Q4 2017 | 61,582 | $2,250 | $24.58 | $23.15 - $25.81 |
| Q3 2017 | 64,525 | $2,261 | $23.01 | $21.36 - $24.70 |
| Q2 2017 | 22,447 | $790 | $21.78 | $19.95 - $24.08 |
| Q1 2017 | 56,197 | $1,721 | $20.69 | $18.94 - $22.24 |
| Q4 2016 | 15,660 | $475 | $20.18 | $17.92 - $21.97 |
| Q3 2016 | 29,226 | $914 | $19.10 | $15.74 - $20.73 |
| Q2 2016 | 71,762 | $1,833 | $19.11 | $14.88 - $21.04 |