Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 97,690 | $2,566 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 116,690 | $2,677 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 131,690 | $2,077 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 131,690 | $1,998 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 170,290 | $2,977 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 174,940 | $3,072 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 238,940 | $3,575 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 208,100 | $3,452 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 196,354 | $3,503 | $13.06 | $11.20 - $16.55 |
| Q3 2023 | 329,071 | $4,778 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 353,071 | $5,935 | $14.20 | $12.51 - $15.37 |
| Q1 2023 | 343,071 | $5,626 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 268,071 | $4,823 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 342,917 | $4,698 | $14.39 | $11.74 - $16.38 |
| Q2 2022 | 367,917 | $5,935 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 352,917 | $8,138 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 330,917 | $7,618 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 343,917 | $8,292 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 353,917 | $9,460 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 378,917 | $9,556 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 340,717 | $5,939 | $12.44 | $8.97 - $14.78 |
| Q3 2020 | 456,727 | $5,211 | $8.46 | $7.70 - $9.36 |
| Q2 2020 | 503,237 | $5,415 | $7.05 | $5.06 - $9.33 |
| Q1 2020 | 323,237 | $2,935 | $11.70 | $5.73 - $14.76 |
| Q4 2019 | 232,464 | $4,180 | $12.93 | $11.44 - $14.22 |
| Q3 2019 | 330,964 | $5,607 | $13.12 | $11.37 - $15.54 |
| Q2 2019 | 192,164 | $3,932 | $15.19 | $14.15 - $16.09 |
| Q1 2019 | 198,508 | $3,833 | $13.47 | $11.65 - $14.87 |
| Q4 2018 | 258,902 | $4,334 | $14.19 | $10.98 - $16.58 |
| Q3 2018 | 344,102 | $7,873 | $17.49 | $15.97 - $19.19 |
| Q2 2018 | 94,102 | $2,499 | $19.91 | $18.20 - $22.03 |