Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 170,480 | $4,479 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 170,480 | $3,911 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 170,480 | $2,688 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 171,680 | $2,604 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 172,180 | $3,010 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 22,542 | $396 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 24,142 | $361 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 26,981 | $448 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 27,764 | $495 | $13.06 | $11.20 - $16.55 |
| Q3 2023 | 30,016 | $436 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 16,840 | $283 | $14.20 | $12.51 - $15.37 |
| Q1 2023 | 16,840 | $276 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 17,540 | $316 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 17,540 | $240 | $14.39 | $11.74 - $16.38 |