Ticker: IVZ CUSIP: G491BT108 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 30,903 | $812 | $24.32 | $20.49 - $27.48 |
| Q3 2025 | 27,472 | $630 | $20.48 | $15.32 - $23.00 |
| Q2 2025 | 5,560 | $88 | $14.01 | $11.23 - $15.54 |
| Q1 2025 | 120,403 | $1,827 | $16.43 | $14.22 - $18.72 |
| Q4 2024 | 105,043 | $1,836 | $16.96 | $15.93 - $17.97 |
| Q3 2024 | 97,593 | $1,714 | $15.45 | $13.80 - $17.09 |
| Q2 2024 | 90,193 | $1,349 | $14.29 | $13.07 - $15.80 |
| Q1 2024 | 8,610 | $143 | $14.79 | $13.58 - $16.65 |
| Q4 2023 | 8,610 | $154 | $13.06 | $11.20 - $16.55 |
| Q3 2023 | 22,280 | $324 | $14.36 | $12.52 - $16.58 |
| Q2 2023 | 25,060 | $421 | $14.20 | $12.51 - $15.37 |
| Q1 2023 | 19,917 | $327 | $15.54 | $12.68 - $17.82 |
| Q4 2022 | 8,235 | $148 | $14.76 | $11.31 - $17.81 |
| Q3 2022 | 29,593 | $405 | $14.39 | $11.74 - $16.38 |
| Q2 2022 | 116,546 | $1,880 | $15.98 | $13.25 - $19.85 |
| Q1 2022 | 90,439 | $2,086 | $18.55 | $15.47 - $21.11 |
| Q4 2021 | 102,184 | $2,351 | $20.22 | $17.78 - $22.21 |
| Q3 2021 | 67,535 | $1,627 | $20.64 | $19.16 - $22.38 |
| Q2 2021 | 71,328 | $1,905 | $22.36 | $20.59 - $24.44 |
| Q1 2021 | 71,522 | $1,805 | $18.28 | $13.74 - $21.31 |
| Q4 2020 | 89,644 | $1,563 | $12.44 | $8.97 - $14.78 |
| Q3 2020 | 17,894 | $204 | $8.46 | $7.70 - $9.36 |
| Q2 2020 | 19,265 | $207 | $7.05 | $5.06 - $9.33 |
| Q1 2020 | 15,990 | $145 | $11.70 | $5.73 - $14.76 |
| Q4 2019 | 5,255 | $94 | $12.93 | $11.44 - $14.22 |
| Q3 2019 | 2,870 | $49 | $13.12 | $11.37 - $15.54 |
| Q2 2019 | 2,295 | $47 | $15.19 | $14.15 - $16.09 |
| Q1 2019 | 2,295 | $44 | $13.47 | $11.65 - $14.87 |
| Q4 2018 | 2,595 | $43 | $14.19 | $10.98 - $16.58 |
| Q3 2018 | 3,340 | $76 | $17.49 | $15.97 - $19.19 |
| Q2 2018 | 3,366 | $89 | $19.91 | $18.20 - $22.03 |
| Q1 2018 | 3,766 | $121 | $23.62 | $21.10 - $26.21 |
| Q4 2017 | 4,016 | $147 | $24.58 | $23.15 - $25.81 |
| Q3 2017 | 4,616 | $162 | $23.01 | $21.36 - $24.70 |
| Q2 2017 | 4,616 | $162 | $21.78 | $19.95 - $24.08 |
| Q1 2017 | 5,416 | $166 | $20.69 | $18.94 - $22.24 |