| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q1 2026 | Reduced | −4.0M | −$106M | −73.5% | 1.5M | May 5, 2026 |
| Q4 2025 | Added | +311K | +$7.6M | +6.0% | 5.5M | Feb 9, 2026 |
| Q3 2025 | Added | +259K | +$5.4M | +5.2% | 5.2M | Nov 12, 2025 |
| Q2 2025 | Added | +196K | +$2.8M | +4.1% | 4.9M | Aug 13, 2025 |
| Q1 2025 | Added | +210K | +$3.6M | +4.6% | 4.7M | May 14, 2025 |
| Q4 2024 | Reduced | −8K | −$136K | −0.2% | 4.5M | Feb 5, 2025 |
| Q3 2024 | Added | +87K | +$1.4M | +2.0% | 4.5M | Nov 12, 2024 |
| Q2 2024 | Added | +281K | +$4.3M | +6.7% | 4.5M | Aug 14, 2024 |
| Q1 2024 | Added | +252K | +$4.1M | +6.4% | 4.2M | May 9, 2024 |
| Q4 2023 | Added | +392K | +$5.7M | +11.1% | 3.9M | Mar 5, 2024 |
| Q3 2023 | Added | +306K | +$4.9M | +9.5% | 3.5M | Nov 13, 2023 |
| Q2 2023 | Added | +138K | +$2.2M | +4.5% | 3.2M | Dec 12, 2023 |
| Q1 2023 | New | +3.1M | +$55M | – | 3.1M | Dec 12, 2023 |
Yes. As of Q1 2026, Ken Fisher disclosed 1.5M shares of IVZ, worth $35M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Ken Fisher first disclosed a IVZ position in Q1 2023; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
The quarter-by-quarter table above shows each sale and reduction Ken Fisher disclosed in IVZ. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Ken Fisher disclosed 1.5M shares of IVZ as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Ken Fisher's estimated average buy price for IVZ is $17.59, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.