Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 21,757 | $572 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 20,980 | $481 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 37,553 | $592 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 38,315 | $581 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 43,443 | $759 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 50,042 | $879 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 51,731 | $774 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 66,466 | $1,103 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 68,377 | $1,220 | $13.06 | $11.20 - $16.55 |
| Q3 2023 | 51,815 | $752 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 54,799 | $921 | $14.20 | $12.51 - $15.37 |
| Q1 2023 | 54,986 | $902 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 55,521 | $999 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 66,825 | $916 | $14.39 | $11.74 - $16.38 |
| Q2 2022 | 67,979 | $1,096 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 67,609 | $1,559 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 60,462 | $1,392 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 61,913 | $1,493 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 62,893 | $1,681 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 65,498 | $1,652 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 89,379 | $1,550 | $12.44 | $8.97 - $14.78 |
| Q3 2020 | 80,416 | $918,000 | $8.46 | $7.70 - $9.36 |