A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 12,887 shares of SHV stock, worth $1.42 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,887
Previous 23,586 45.36%
Holding current value
$1.42 Million
Previous $2.61 Million 45.32%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$110.05 - $110.63 $1.18 Million - $1.18 Million
-10,699 Reduced 45.36%
12,887 $1.43 Million
Q2 2024

Jul 16, 2024

BUY
$110.04 - $110.51 $103,987 - $104,431
945 Added 4.17%
23,586 $2.61 Million
Q1 2024

May 06, 2024

BUY
$110.11 - $110.57 $72,782 - $73,086
661 Added 3.01%
22,641 $2.5 Million
Q4 2023

Feb 07, 2024

SELL
$109.86 - $110.59 $219,280 - $220,737
-1,996 Reduced 8.32%
21,980 $2.42 Million
Q3 2023

Nov 13, 2023

BUY
$109.99 - $110.5 $2.64 Million - $2.65 Million
23,976 New
23,976 $2.65 Million

Others Institutions Holding SHV

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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.