Envestnet Portfolio Solutions, Inc. Ishares Tr Russell 200 ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 60,086 shares of IWL stock, worth $8.21 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

60,086

Previous 81,859 26.6%

Holding current value

$8.21 Million

Previous $11.5 Million 24.36%

% of portfolio

0.03%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$138.92 - $149.97 $3.02 Million - $3.27 Million	-21,773 Reduced 26.6%	60,086 $8.7 Million
Q3 2024 Oct 31, 2024	SELL	$126.32 - $140.44 $2.02 Million - $2.25 Million	-16,025 Reduced 16.37%	81,859 $11.5 Million
Q2 2024 Jul 16, 2024	SELL	$120.51 - $134.58 $487,703 - $544,645	-4,047 Reduced 3.97%	97,884 $13.1 Million
Q1 2024 May 06, 2024	BUY	$113.2 - $127.12 $722,782 - $811,661	6,385 Added 6.68%	101,931 $13 Million
Q4 2023 Feb 07, 2024	BUY	$99.76 - $115.49 $895,246 - $1.04 Million	8,974 Added 10.37%	95,546 $11 Million
Q3 2023 Nov 13, 2023	BUY	$103.05 - $110.14 $8.92 Million - $9.54 Million	86,572 New	86,572 $8.95 Million

Others Institutions Holding IWL

# of Institutions

199

Shares Held

7.64M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
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Envestnet Portfolio Solutions, Inc. Ishares Tr Russell 200 ETF Transaction History