Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 12,828 | $337 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 12,767 | $293 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 12,538 | $198 | $14.01 | $11.23 - $15.54 |
| Q1 2023 | 74,182 | $1,217 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 51,550 | $927 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 173,677 | $2,379 | $14.39 | $11.74 - $16.38 |
| Q2 2022 | 201,293 | $3,247 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 138,881 | $3,203 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 227,298 | $5,232 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 154,475 | $3,724 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 221,218 | $5,913 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 236,856 | $5,974 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 567,842 | $9,897 | $12.44 | $8.97 - $14.78 |
| Q3 2020 | 571,472 | $6,520 | $8.46 | $7.70 - $9.36 |
| Q2 2020 | 615,151 | $6,619 | $7.05 | $5.06 - $9.33 |
| Q1 2020 | 717,029 | $6,511 | $11.70 | $5.73 - $14.76 |
| Q4 2019 | 190,711 | $3,429 | $12.93 | $11.44 - $14.22 |
| Q3 2019 | 207,814 | $3,520 | $13.12 | $11.37 - $15.54 |
| Q2 2019 | 173,826 | $3,556 | $15.19 | $14.15 - $16.09 |
| Q1 2019 | 154,237 | $2,978 | $13.47 | $11.65 - $14.87 |
| Q4 2018 | 155,239 | $2,599 | $14.19 | $10.98 - $16.58 |
| Q3 2018 | 59,692 | $1,366 | $17.49 | $15.97 - $19.19 |
| Q2 2018 | 89,675 | $2,382 | $19.91 | $18.20 - $22.03 |
| Q1 2018 | 83,177 | $2,662 | $23.62 | $21.10 - $26.21 |
| Q4 2017 | 60,913 | $2,226 | $24.58 | $23.15 - $25.81 |
| Q3 2017 | 54,601 | $1,913 | $23.01 | $21.36 - $24.70 |
| Q3 2016 | 25,236 | $789 | $19.10 | $15.74 - $20.73 |
| Q2 2016 | 22,964 | $587 | $19.11 | $14.88 - $21.04 |
| Q1 2016 | 15,662 | $482 | $18.39 | $15.79 - $21.27 |
| Q4 2015 | 131,780 | $4,412 | $20.68 | $18.99 - $22.19 |
| Q3 2015 | 292,869 | $9,146 | $22.28 | $19.27 - $24.65 |
| Q2 2015 | 197,441 | $7,402 | $24.92 | $23.28 - $26.08 |
| Q1 2015 | 165,650 | $6,575 | $24.15 | $21.83 - $26.03 |
| Q4 2014 | 57,215 | $2,261 | $24.21 | $21.07 - $25.58 |
| Q3 2014 | 30,079 | $1,188 | $24.01 | $22.71 - $25.38 |
| Q2 2014 | 48,667 | $1,837 | $21.95 | $20.55 - $23.37 |
| Q1 2014 | 49,157 | $1,819 | $20.87 | $19.05 - $22.47 |