Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 21,530 | $566 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 50,323 | $1,154 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 44,379 | $700 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 37,006 | $561 | $16.43 | $14.22 - $18.72 |
| Q3 2023 | 28,760 | $0 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 28,108 | $0 | $14.20 | $12.51 - $15.37 |
| Q1 2023 | 27,361 | $0 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 25,913 | $0 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 25,448 | $349 | $14.39 | $11.74 - $16.38 |
| Q2 2022 | 27,184 | $438 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 56,455 | $1,302 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 25,739 | $593 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 24,101 | $581 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 28,167 | $753 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 28,167 | $710 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 27,748 | $484 | $12.44 | $8.97 - $14.78 |