Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 109,595 | $2,879 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 17,654 | $405 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 17,853 | $282 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 130,642 | $1,982 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 125,300 | $2,190 | $16.96 | $15.93 - $17.97 |
| Q2 2024 | 524,200 | $7,842 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 531,436 | $8,817 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 789,088 | $14,077 | $13.06 | $11.20 - $16.55 |
| Q3 2023 | 94,000 | $1,365 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 868,000 | $14,591 | $14.20 | $12.51 - $15.37 |
| Q2 2022 | 12,509 | $202 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 40,000 | $922 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 54,500 | $1,255 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 24,090 | $581 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 6,915 | $185 | $22.36 | $20.59 - $24.44 |