Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 287,150 | $6,587 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 178,480 | $3 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 1,025,208 | $16 | $16.43 | $14.22 - $18.72 |
| Q3 2024 | 497,145 | $9 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 30,008 | $0 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 276,071 | $5 | $14.79 | $13.58 - $16.65 |
| Q3 2023 | 24,708 | $0 | $14.36 | $12.52 - $16.58 |
| Q3 2021 | 23,954 | $578 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 167,926 | $4,489 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 10,220 | $258 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 24,408 | $425 | $12.44 | $8.97 - $14.78 |
| Q1 2020 | 24,906 | $226 | $11.70 | $5.73 - $14.76 |
| Q3 2019 | 51,000 | $864 | $13.12 | $11.37 - $15.54 |
| Q2 2019 | 40,791 | $835 | $15.19 | $14.15 - $16.09 |