INVESCO LTD

Ticker: IVZ CUSIP: G491BT108 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 183,407 Value ($000) $4,818 Avg Close $24.32 Range $20.49 - $27.48
Q3 2025
Shares 89,962 Value ($000) $2,064 Avg Close $20.48 Range $15.32 - $23.00
Q2 2025
Shares 32,007 Value ($000) $505 Avg Close $14.01 Range $11.23 - $15.54
Q1 2025
Shares 28,928 Value ($000) $439 Avg Close $16.43 Range $14.22 - $18.72
Q4 2024
Shares 46,761 Value ($000) $817 Avg Close $16.96 Range $15.93 - $17.97
Q3 2024
Shares 33,949 Value ($000) $596 Avg Close $15.45 Range $13.80 - $17.09
Q2 2024
Shares 33,555 Value ($000) $502 Avg Close $14.29 Range $13.07 - $15.80
Q1 2024
Shares 35,927 Value ($000) $596 Avg Close $14.79 Range $13.58 - $16.65
Q4 2023
Shares 34,659 Value ($000) $618 Avg Close $13.06 Range $11.20 - $16.55
Q3 2023
Shares 24,314 Value ($000) $353 Avg Close $14.36 Range $12.52 - $16.58
Q2 2023
Shares 27,085 Value ($000) $455 Avg Close $14.20 Range $12.51 - $15.37
Q1 2023
Shares 24,067 Value ($000) $395 Avg Close $15.54 Range $12.68 - $17.82
Q4 2022
Shares 16,742 Value ($000) $301 Avg Close $14.76 Range $11.31 - $17.81
Q3 2022
Shares 11,171 Value ($000) $153 Avg Close $14.39 Range $11.74 - $16.38
Q2 2022
Shares 1,210 Value ($000) $20 Avg Close $15.98 Range $13.25 - $19.85
Q1 2022
Shares 9,236 Value ($000) $213 Avg Close $18.55 Range $15.47 - $21.11
Q4 2021
Shares 8,821 Value ($000) $203 Avg Close $20.22 Range $17.78 - $22.21
Q3 2021
Shares 9,818 Value ($000) $237 Avg Close $20.64 Range $19.16 - $22.38
Q1 2021
Shares 11,013 Value ($000) $278 Avg Close $18.28 Range $13.74 - $21.31
Q4 2020
Shares 16,239 Value ($000) $283 Avg Close $12.44 Range $8.97 - $14.78
Q3 2020
Shares 10,243 Value ($000) $117 Avg Close $8.46 Range $7.70 - $9.36
Q1 2020
Shares 12,105 Value ($000) $110 Avg Close $11.70 Range $5.73 - $14.76
Q4 2019
Shares 11,140 Value ($000) $200 Avg Close $12.93 Range $11.44 - $14.22
Q3 2019
Shares 14,223 Value ($000) $241 Avg Close $13.12 Range $11.37 - $15.54
Q2 2019
Shares 17,821 Value ($000) $365 Avg Close $15.19 Range $14.15 - $16.09
Q1 2019
Shares 20,995 Value ($000) $405 Avg Close $13.47 Range $11.65 - $14.87
Q4 2018
Shares 25,794 Value ($000) $432 Avg Close $14.19 Range $10.98 - $16.58
Q3 2018
Shares 30,151 Value ($000) $690 Avg Close $17.49 Range $15.97 - $19.19
Q2 2018
Shares 39,712 Value ($000) $1,055 Avg Close $19.91 Range $18.20 - $22.03
Q1 2018
Shares 40,603 Value ($000) $1,300 Avg Close $23.62 Range $21.10 - $26.21
Q4 2017
Shares 40,413 Value ($000) $1,477 Avg Close $24.58 Range $23.15 - $25.81
Q3 2017
Shares 38,520 Value ($000) $1,350 Avg Close $23.01 Range $21.36 - $24.70
Q2 2017
Shares 38,759 Value ($000) $1,364 Avg Close $21.78 Range $19.95 - $24.08
Q1 2017
Shares 44,536 Value ($000) $1,364 Avg Close $20.69 Range $18.94 - $22.24
Q4 2016
Shares 41,266 Value ($000) $1,252 Avg Close $20.18 Range $17.92 - $21.97
Q3 2016
Shares 60,437 Value ($000) $1,890 Avg Close $19.10 Range $15.74 - $20.73
Q2 2016
Shares 17,529 Value ($000) $448 Avg Close $19.11 Range $14.88 - $21.04
Q1 2016
Shares 5,953 Value ($000) $183 Avg Close $18.39 Range $15.79 - $21.27
Q4 2015
Shares 6,397 Value ($000) $214 Avg Close $20.68 Range $18.99 - $22.19
Q3 2015
Shares 6,617 Value ($000) $207 Avg Close $22.28 Range $19.27 - $24.65
Q1 2015
Shares 6,434 Value ($000) $255 Avg Close $24.15 Range $21.83 - $26.03
Q4 2014
Shares 6,528 Value ($000) $258 Avg Close $24.21 Range $21.07 - $25.58
Q3 2014
Shares 7,451 Value ($000) $294 Avg Close $24.01 Range $22.71 - $25.38
Q2 2014
Shares 5,880 Value ($000) $222 Avg Close $21.95 Range $20.55 - $23.37
Q1 2014
Shares 33,685 Value ($000) $1,246 Avg Close $20.87 Range $19.05 - $22.47
Q4 2013
Shares 5,291 Value ($000) $193 Avg Close $20.30 Range $18.79 - $22.09
Q3 2013
Shares 5,081 Value ($000) $162 Avg Close $18.96 Range $17.95 - $19.76
Q2 2013
Shares 3,811 Value ($000) $121 Avg Close $18.88 Range $16.39 - $20.74