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

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 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 5,604 shares of IAI stock, worth $778,283. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,604
Previous 7,045 20.45%
Holding current value
$778,283
Previous $1.02 Million 22.66%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
192
Shares Held
9.17M
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
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