Envestnet Asset Management Inc Ishares Tr Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Ishares Tr stock. As of the latest transaction made, Envestnet Asset Management Inc holds 8,633 shares of IHE stock, worth $640,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,633

Previous 8,395 2.84%

Holding current value

$640,395

Previous $592,000 4.56%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$61.0 - $68.22 $14,518 - $16,236	238 Added 2.84%	8,633 $565,000
Q1 2025 Apr 29, 2025	SELL	$65.36 - $72.85 $158,759 - $176,952	-2,429 Reduced 22.44%	8,395 $592,000
Q4 2024 Feb 12, 2025	SELL	$65.15 - $71.86 $169,780 - $187,267	-2,606 Reduced 19.4%	10,824 $711,000
Q3 2024 Nov 06, 2024	SELL	$65.61 - $72.86 $69,743 - $77,450	-1,063 Reduced 7.33%	13,430 $948,000
Q2 2024 Aug 08, 2024	BUY	$62.73 - $67.4 $27,287 - $29,319	435 Added 3.09%	14,493 $961,000
Q1 2024 May 13, 2024	SELL	$66.67 - $208.65 $3.21 Million - $10.1 Million	-48,195 Reduced 77.42%	14,058 $954,000
Q4 2023 Feb 13, 2024	SELL	$166.63 - $185.76 $296,268 - $330,281	-1,778 Reduced 2.78%	62,253 $11.5 Million
Q3 2023 Nov 13, 2023	BUY	$173.7 - $191.47 $6.4 Million - $7.05 Million	36,838 Added 135.47%	64,031 $11.3 Million
Q2 2023 Aug 04, 2023	SELL	$170.31 - $183.88 $137,610 - $148,575	-808 Reduced 2.89%	27,193 $4.87 Million
Q1 2023 May 11, 2023	BUY	$169.94 - $188.72 $3.69 Million - $4.1 Million	21,708 Added 344.95%	28,001 $4.91 Million
Q4 2022 Feb 07, 2023	BUY	$55.99 - $189.96 $10,694 - $36,282	191 Added 3.13%	6,293 $1.17 Million
Q3 2022 Nov 10, 2022	SELL	$56.37 - $195.56 $57,271 - $198,688	-1,016 Reduced 14.27%	6,102 $1.04 Million
Q2 2022 Aug 03, 2022	SELL	$178.46 - $201.82 $1.07 Million - $1.21 Million	-5,988 Reduced 45.69%	7,118 $1.36 Million
Q1 2022 May 04, 2022	BUY	$180.82 - $198.07 $522,208 - $572,026	2,888 Added 28.26%	13,106 $2.55 Million
Q4 2021 Feb 04, 2022	BUY	$182.18 - $200.3 $229,364 - $252,177	1,259 Added 14.05%	10,218 $2.04 Million
Q3 2021 Oct 07, 2021	BUY	$183.15 - $198.47 $9,523 - $10,320	52 Added 0.58%	8,959 $1.64 Million
Q2 2021 Aug 04, 2021	SELL	$174.94 - $189.58 $186,136 - $201,713	-1,064 Reduced 10.67%	8,907 $1.66 Million
Q1 2021 May 04, 2021	SELL	$171.78 - $186.35 $12,539 - $13,603	-73 Reduced 0.73%	9,971 $1.77 Million
Q4 2020 Feb 02, 2021	BUY	$159.02 - $179.44 $172,536 - $194,692	1,085 Added 12.11%	10,044 $1.8 Million
Q3 2020 Oct 09, 2020	SELL	$154.14 - $168.25 $3,082 - $3,365	-20 Reduced 0.22%	8,959 $1.47 Million
Q2 2020 Jul 08, 2020	SELL	$129.66 - $158.8 $32,544 - $39,858	-251 Reduced 2.72%	8,979 $1.38 Million
Q1 2020 Apr 23, 2020	BUY	$117.05 - $165.25 $214,201 - $302,407	1,830 Added 24.73%	9,230 $1.24 Million
Q4 2019 Feb 11, 2020	BUY	$137.35 - $161.75 $30,079 - $35,423	219 Added 3.05%	7,400 $1.19 Million
Q3 2019 Oct 17, 2019	BUY	$137.34 - $153.9 $63,725 - $71,409	464 Added 6.91%	7,181 $1 Million
Q2 2019 Aug 02, 2019	BUY	$141.13 - $154.65 $59,133 - $64,798	419 Added 6.65%	6,717 $1.01 Million
Q1 2019 May 10, 2019	SELL	$137.01 - $157.28 $1.02 Million - $1.17 Million	-7,410 Reduced 54.06%	6,298 $970,000
Q4 2018 Feb 13, 2019	BUY	$132.01 - $167.62 $853,972 - $1.08 Million	6,469 Added 89.36%	13,708 $1.93 Million
Q3 2018 Nov 14, 2018	SELL	$151.16 - $169.55 $393,771 - $441,677	-2,605 Reduced 26.46%	7,239 $1.22 Million
Q2 2018 Aug 10, 2018	SELL	$140.48 - $156.38 $23,600 - $26,271	-168 Reduced 1.68%	9,844 $1.49 Million
Q1 2018 May 09, 2018	SELL	$144.38 - $165.42 $20,213 - $23,158	-140 Reduced 1.38%	10,012 $1.45 Million
Q4 2017 Feb 20, 2018	SELL	$149.13 - $160.77 $32,808 - $35,369	-220 Reduced 2.12%	10,152 $1.57 Million
Q3 2017 Nov 13, 2017	BUY	$154.56 - $156.36 $6,800 - $6,879	44 Added 0.43%	10,372 $1.62 Million
Q2 2017 Aug 14, 2017	BUY	N/A	10,328	10,328 $1.6 Million

Others Institutions Holding IHE

# of Institutions

150

Shares Held

4.79M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

More about IHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Account

Envestnet Asset Management Inc Ishares Tr Transaction History