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

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 6,854,915 shares of IWX stock, worth $548 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
6,854,915
Previous 7,090,687 3.33%
Holding current value
$548 Million
Previous $531 Million 5.01%
% of portfolio
1.99%
Previous 2.03%

Shares

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

Oct 31, 2024
SELL
$74.49 - $81.27 $17.6 Million - $19.2 Million
-235,772 Reduced 3.33%
6,854,915 $557 Million
Q2 2024

Jul 16, 2024
SELL
$72.57 - $76.65 $564,449 - $596,183
-7,778 Reduced 0.11%
7,090,687 $531 Million
Q1 2024

May 06, 2024
BUY
$69.24 - $76.32 $68 Million - $75 Million
982,341 Added 16.06%
7,098,465 $542 Million
Q4 2023

Feb 07, 2024
SELL
$62.27 - $70.35 $38.5 Million - $43.5 Million
-617,855 Reduced 9.18%
6,116,124 $429 Million
Q3 2023

Nov 13, 2023
BUY
$65.37 - $69.65 $440 Million - $469 Million
6,733,979 New
6,733,979 $440 Million

Others Institutions Holding IWX

# of Institutions
198
Shares Held
51.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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