Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 16,521 | $434 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 26,915 | $617 | $20.48 | $15.32 - $23.00 |
| Q1 2025 | 22,236 | $337 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 26,934 | $471 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 27,204 | $478 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 31,082 | $465 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 33,074 | $549 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 32,798 | $585 | $13.06 | $11.20 - $16.55 |
| Q3 2023 | 32,698 | $475 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 31,765 | $534 | $14.20 | $12.51 - $15.37 |
| Q1 2023 | 19,156 | $314 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 19,150 | $345 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 14,733 | $202 | $14.39 | $11.74 - $16.38 |
| Q2 2022 | 10,768 | $174 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 10,188 | $235 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 10,176 | $234 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 10,447 | $252 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 11,744 | $0 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 26,598 | $671 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 27,607 | $481 | $12.44 | $8.97 - $14.78 |
| Q3 2020 | 16,362 | $187 | $8.46 | $7.70 - $9.36 |
| Q2 2020 | 17,932 | $193 | $7.05 | $5.06 - $9.33 |