Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 34,260 | $900 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 32,014 | $734 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 33,608 | $530 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 45,353 | $688 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 139,522 | $2,439 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 134,199 | $2,357 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 70,592 | $1,056 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 78,377 | $1,300 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 29,250 | $522 | $13.06 | $11.20 - $16.55 |
| Q3 2023 | 20,799 | $302 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 20,301 | $341 | $14.20 | $12.51 - $15.37 |
| Q1 2023 | 27,739 | $455 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 25,908 | $466 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 19,118 | $262 | $14.39 | $11.74 - $16.38 |
| Q2 2022 | 17,189 | $277 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 16,657 | $384 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 15,005 | $345 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 14,250 | $344 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 13,080 | $350 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 12,892 | $325 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 12,662 | $221 | $12.44 | $8.97 - $14.78 |
| Q3 2020 | 12,250 | $140 | $8.46 | $7.70 - $9.36 |
| Q2 2020 | 12,342 | $133 | $7.05 | $5.06 - $9.33 |