Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 178,180 | $4,782 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 192,630 | $4,377 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 333,017 | $5,228 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 333,017 | $5,059 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 326,281 | $5,703 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 326,281 | $5,726 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 326,281 | $4,845 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 326,281 | $5,100 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 198,350 | $3,578 | $13.06 | $11.20 - $16.55 |
| Q3 2023 | 198,350 | $2,878 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 183,350 | $3,082 | $14.20 | $12.51 - $15.37 |
| Q1 2023 | 296,031 | $4,855 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 285,131 | $5,130 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 285,131 | $3,906 | $14.39 | $11.74 - $16.38 |
| Q2 2022 | 295,356 | $4,764 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 281,131 | $6,535 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 269,031 | $6,193 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 269,031 | $6,486 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 269,031 | $7,377 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 259,031 | $6,533 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 184,213 | $3,194 | $12.44 | $8.97 - $14.78 |