INVESCO LTD

Ticker: IVZ CUSIP: G491BT108 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,275 Value ($000) $296 Avg Close $24.32 Range $20.49 - $27.48
Q3 2025
Shares 9,130 Value ($000) $209 Avg Close $20.48 Range $15.32 - $23.00
Q1 2025
Shares 10,493 Value ($000) $159 Avg Close $16.43 Range $14.22 - $18.72
Q4 2024
Shares 12,509 Value ($000) $219 Avg Close $16.96 Range $15.93 - $17.97
Q3 2024
Shares 12,956 Value ($000) $228 Avg Close $15.45 Range $13.80 - $17.09
Q2 2024
Shares 12,868 Value ($000) $193 Avg Close $14.29 Range $13.07 - $15.80
Q1 2024
Shares 13,319 Value ($000) $221 Avg Close $14.79 Range $13.58 - $16.65
Q4 2023
Shares 16,101 Value ($000) $287 Avg Close $13.06 Range $11.20 - $16.55
Q3 2023
Shares 19,483 Value ($000) $283 Avg Close $14.36 Range $12.52 - $16.58
Q2 2023
Shares 20,837 Value ($000) $350 Avg Close $14.20 Range $12.51 - $15.37
Q1 2023
Shares 20,307 Value ($000) $333 Avg Close $15.54 Range $12.68 - $17.82
Q4 2022
Shares 22,165 Value ($000) $399 Avg Close $14.76 Range $11.31 - $17.81
Q3 2022
Shares 23,503 Value ($000) $322 Avg Close $14.39 Range $11.74 - $16.38
Q2 2022
Shares 27,938 Value ($000) $451 Avg Close $15.98 Range $13.25 - $19.85
Q1 2022
Shares 35,638 Value ($000) $822 Avg Close $18.55 Range $15.47 - $21.11
Q4 2021
Shares 38,892 Value ($000) $895 Avg Close $20.22 Range $17.78 - $22.21
Q3 2021
Shares 43,652 Value ($000) $1,052 Avg Close $20.64 Range $19.16 - $22.38
Q2 2021
Shares 63,133 Value ($000) $1,688 Avg Close $22.36 Range $20.59 - $24.44
Q1 2021
Shares 65,275 Value ($000) $1,646 Avg Close $18.28 Range $13.74 - $21.31
Q4 2020
Shares 75,559 Value ($000) $1,317 Avg Close $12.44 Range $8.97 - $14.78
Q3 2020
Shares 89,808 Value ($000) $1,025 Avg Close $8.46 Range $7.70 - $9.36
Q2 2020
Shares 87,231 Value ($000) $939 Avg Close $7.05 Range $5.06 - $9.33
Q1 2020
Shares 57,897 Value ($000) $526 Avg Close $11.70 Range $5.73 - $14.76
Q4 2019
Shares 51,699 Value ($000) $930 Avg Close $12.93 Range $11.44 - $14.22
Q3 2019
Shares 46,037 Value ($000) $780 Avg Close $13.12 Range $11.37 - $15.54
Q2 2019
Shares 49,629 Value ($000) $1,015 Avg Close $15.19 Range $14.15 - $16.09
Q1 2019
Shares 49,010 Value ($000) $946 Avg Close $13.47 Range $11.65 - $14.87
Q2 2018
Shares 44,967 Value ($000) $1,194 Avg Close $19.91 Range $18.20 - $22.03
Q1 2018
Shares 44,023 Value ($000) $1,409 Avg Close $23.62 Range $21.10 - $26.21
Q4 2017
Shares 50,319 Value ($000) $1,839 Avg Close $24.58 Range $23.15 - $25.81
Q3 2017
Shares 51,520 Value ($000) $1,805 Avg Close $23.01 Range $21.36 - $24.70
Q2 2017
Shares 6,385 Value ($000) $225 Avg Close $21.78 Range $19.95 - $24.08
Q2 2015
Shares 120,155 Value ($000) $4,505 Avg Close $24.92 Range $23.28 - $26.08