Envestnet Asset Management Inc Impact Shs Fds I Tr Ywca Women Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$38.16 - $40.7 $8,280 - $8,831	-217 Reduced 3.54%	5,918 $227,000
Q3 2024 Nov 06, 2024	BUY	$34.89 - $38.82 $6,559 - $7,298	188 Added 3.16%	6,135 $237,000
Q2 2024 Aug 08, 2024	SELL	$34.3 - $36.11 $9,329 - $9,821	-272 Reduced 4.37%	5,947 $214,000
Q1 2024 May 13, 2024	SELL	$32.93 - $36.14 $395 - $433	-12 Reduced 0.19%	6,219 $224,000
Q4 2023 Feb 13, 2024	SELL	$28.82 - $33.48 $27,724 - $32,207	-962 Reduced 13.37%	6,231 $207,000
Q3 2023 Nov 13, 2023	BUY	$29.99 - $31.97 $11,096 - $11,828	370 Added 5.42%	7,193 $216,000
Q2 2023 Aug 04, 2023	SELL	$27.95 - $30.67 $7,378 - $8,096	-264 Reduced 3.73%	6,823 $209,000
Q1 2023 May 11, 2023	BUY	$26.49 - $28.91 $187,734 - $204,885	7,087 New	7,087 $200,000
Q1 2022 May 04, 2022	SELL	$30.45 - $35.31 $357,087 - $414,080	-11,727 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$32.52 - $36.36 $94,503 - $105,662	2,906 Added 32.94%	11,727 $412,000
Q3 2021 Oct 07, 2021	SELL	$32.59 - $34.76 $66,255 - $70,667	-2,033 Reduced 18.73%	8,821 $289,000
Q2 2021 Aug 04, 2021	BUY	$30.82 - $32.88 $334,520 - $356,879	10,854 New	10,854 $357,000

Others Institutions Holding WOMN

# of Institutions

37

Shares Held

500K

Call Options Held

0

Put Options Held

0

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