Envestnet Portfolio Solutions, Inc. Ishares Tr Us Broker Dealers & Transaction History

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,045 shares of IAI stock, worth $1.12 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,045
Previous 5,865 20.12%
Holding current value
$1.12 Million
Previous $754,000 34.62%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$127.59 - $153.41 $150,556 - $181,023
1,180 Added 20.12%
7,045 $1.02 Million
Q3 2024

Oct 31, 2024
SELL
$115.73 - $128.74 $97,444 - $108,399
-842 Reduced 12.55%
5,865 $754,000
Q2 2024

Jul 16, 2024
BUY
$109.7 - $120.13 $735,757 - $805,711
6,707 New
6,707 $784,000

Others Institutions Holding IAI

# of Institutions
193
Shares Held
10.5M
Call Options Held
26.7K
Put Options Held
7.1K
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email