Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 83,894 | $2 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 286,413 | $7 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 295,113 | $5 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 295,113 | $4 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 295,113 | $5 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 295,113 | $5 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 295,113 | $4 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 295,448 | $5 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 295,448 | $5 | $13.06 | $11.20 - $16.55 |
| Q3 2023 | 305,448 | $4 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 326,619 | $5 | $14.20 | $12.51 - $15.37 |
| Q1 2023 | 334,719 | $5 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 330,219 | $6 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 330,819 | $4,532 | $14.39 | $11.74 - $16.38 |
| Q2 2022 | 330,819 | $5,336 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 348,119 | $8,028 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 458,362 | $10,551 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 458,362 | $11,051 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 458,362 | $12,252 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 621,312 | $15,669 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 939,582 | $16,377 | $12.44 | $8.97 - $14.78 |
| Q3 2020 | 1,212,872 | $13,839 | $8.46 | $7.70 - $9.36 |
| Q2 2020 | 1,221,752 | $13,146 | $7.05 | $5.06 - $9.33 |
| Q1 2020 | 1,042,695 | $9,468 | $11.70 | $5.73 - $14.76 |
| Q4 2019 | 712,885 | $12,818 | $12.93 | $11.44 - $14.22 |
| Q3 2019 | 780,909 | $13,229 | $13.12 | $11.37 - $15.54 |
| Q2 2019 | 712,969 | $14,587 | $15.19 | $14.15 - $16.09 |
| Q1 2019 | 739,195 | $14,274 | $13.47 | $11.65 - $14.87 |
| Q4 2018 | 164,400 | $2,752 | $14.19 | $10.98 - $16.58 |
| Q3 2018 | 157,700 | $3,608 | $17.49 | $15.97 - $19.19 |
| Q2 2018 | 152,100 | $4,040 | $19.91 | $18.20 - $22.03 |
| Q1 2018 | 101,000 | $3,233 | $23.62 | $21.10 - $26.21 |
| Q4 2017 | 101,000 | $3,691 | $24.58 | $23.15 - $25.81 |
| Q3 2017 | 212,100 | $7,432 | $23.01 | $21.36 - $24.70 |
| Q2 2017 | 211,300 | $7,436 | $21.78 | $19.95 - $24.08 |
| Q1 2017 | 204,400 | $6,261 | $20.69 | $18.94 - $22.24 |
| Q4 2016 | 197,600 | $5,995 | $20.18 | $17.92 - $21.97 |
| Q3 2016 | 183,600 | $5,741 | $19.10 | $15.74 - $20.73 |
| Q2 2016 | 169,600 | $4,332 | $19.11 | $14.88 - $21.04 |
| Q1 2016 | 145,000 | $4,462 | $18.39 | $15.79 - $21.27 |
| Q4 2015 | 121,600 | $4,071 | $20.68 | $18.99 - $22.19 |
| Q3 2015 | 47,500 | $1,483 | $22.28 | $19.27 - $24.65 |
| Q2 2015 | 30,700 | $1,151 | $24.92 | $23.28 - $26.08 |
| Q1 2015 | 14,600 | $579 | $24.15 | $21.83 - $26.03 |