Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 29,650 | $779 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 30,150 | $692 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 38,048 | $600 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 25,609 | $388 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 25,622 | $448 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 26,780 | $470 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 27,099 | $405 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 26,962 | $447 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 27,160 | $485 | $13.06 | $11.20 - $16.55 |
| Q3 2023 | 26,759 | $389 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 26,710 | $449 | $14.20 | $12.51 - $15.37 |
| Q1 2023 | 24,209 | $397 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 24,160 | $435 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 24,160 | $331 | $14.39 | $11.74 - $16.38 |
| Q2 2022 | 24,160 | $390 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 24,160 | $557 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 24,160 | $556 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 24,160 | $582 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 24,410 | $652 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 26,810 | $676 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 32,710 | $570 | $12.44 | $8.97 - $14.78 |
| Q3 2020 | 49,433 | $564 | $8.46 | $7.70 - $9.36 |
| Q2 2020 | 21,510 | $230 | $7.05 | $5.06 - $9.33 |
| Q1 2020 | 16,158 | $147 | $11.70 | $5.73 - $14.76 |