Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 27,768 | $729 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 27,432 | $629 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 27,599 | $435 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 1,498,442 | $18,191 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 1,711,519 | $29,301 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 68,874 | $1,209 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 43,236 | $647 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 42,864 | $707 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 21,073 | $376 | $13.06 | $11.20 - $16.55 |
| Q2 2023 | 20,801 | $350 | $14.20 | $12.51 - $15.37 |
| Q1 2023 | 32,548 | $6,418 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 71,325 | $1,283 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 84,138 | $1,152 | $14.39 | $11.74 - $16.38 |
| Q2 2022 | 83,743 | $1,351 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 35,748 | $824 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 20,575 | $473 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 37,574 | $906 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 50,516 | $1,350 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 49,959 | $1,260 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 38,752 | $676 | $12.44 | $8.97 - $14.78 |
| Q3 2020 | 28,714 | $327 | $8.46 | $7.70 - $9.36 |
| Q2 2020 | 228,714 | $2,461 | $7.05 | $5.06 - $9.33 |
| Q1 2020 | 225,362 | $2,047 | $11.70 | $5.73 - $14.76 |
| Q4 2019 | 44,998 | $810 | $12.93 | $11.44 - $14.22 |
| Q3 2019 | 46,826 | $793 | $13.12 | $11.37 - $15.54 |
| Q2 2019 | 77,405 | $1,584 | $15.19 | $14.15 - $16.09 |
| Q1 2019 | 61,200 | $1,182 | $13.47 | $11.65 - $14.87 |
| Q4 2018 | 62,364 | $1,044 | $14.19 | $10.98 - $16.58 |
| Q3 2018 | 31,623 | $724 | $17.49 | $15.97 - $19.19 |
| Q2 2018 | 32,576 | $866 | $19.91 | $18.20 - $22.03 |
| Q1 2018 | 32,756 | $1,048 | $23.62 | $21.10 - $26.21 |
| Q4 2017 | 29,424 | $1,074 | $24.58 | $23.15 - $25.81 |
| Q3 2017 | 31,818 | $1,115 | $23.01 | $21.36 - $24.70 |
| Q2 2017 | 26,687 | $939 | $21.78 | $19.95 - $24.08 |
| Q4 2014 | 20,515 | $811 | $24.21 | $21.07 - $25.58 |
| Q3 2014 | 21,115 | $833 | $24.01 | $22.71 - $25.38 |