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

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

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 2,213 shares of IAI stock, worth $383,866. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,213
Previous 5,604 60.51%
Holding current value
$383,866
Previous $785,000 52.36%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$122.04 - $169.14 $413,837 - $573,553
-3,391 Reduced 60.51%
2,213 $374,000
Q1 2025

Apr 21, 2025
SELL
$134.68 - $159.3 $194,073 - $229,551
-1,441 Reduced 20.45%
5,604 $785,000
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
199
Shares Held
5.84M
Call Options Held
38K
Put Options Held
125K
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
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