Envestnet Asset Management Inc Ishares Tr Esg Screened S&P 50 Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Envestnet Asset Management Inc holds 26,929 shares of XVV stock, worth $1.37 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,929
Previous 26,759 0.64%
Holding current value
$1.37 Million
Previous $1.14 Million 12.24%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$37.93 - $47.69 $6,448 - $8,107
170 Added 0.64%
26,929 $1.28 Million
Q1 2025

Apr 29, 2025
SELL
$42.24 - $47.29 $16,769 - $18,774
-397 Reduced 1.46%
26,759 $1.14 Million
Q4 2024

Feb 12, 2025
BUY
$43.67 - $47.04 $107,297 - $115,577
2,457 Added 9.95%
27,156 $1.23 Million
Q3 2024

Nov 06, 2024
BUY
$39.71 - $44.22 $80,174 - $89,280
2,019 Added 8.9%
24,699 $1.09 Million
Q2 2024

Aug 08, 2024
BUY
$37.92 - $42.28 $77,811 - $86,758
2,052 Added 9.95%
22,680 $953,000
Q1 2024

May 13, 2024
SELL
$35.72 - $40.29 $1.86 Million - $2.09 Million
-51,952 Reduced 71.58%
20,628 $831,000
Q4 2023

Feb 13, 2024
BUY
$31.17 - $36.51 $20,260 - $23,731
650 Added 0.9%
72,580 $2.64 Million
Q3 2023

Nov 13, 2023
BUY
$32.3 - $34.83 $40,665 - $43,850
1,259 Added 1.78%
71,930 $2.33 Million
Q2 2023

Aug 04, 2023
BUY
$30.45 - $33.81 $18,270 - $20,286
600 Added 0.86%
70,671 $2.39 Million
Q1 2023

May 11, 2023
SELL
$28.21 - $31.33 $339,676 - $377,244
-12,041 Reduced 14.66%
70,071 $2.17 Million
Q4 2022

Feb 07, 2023
BUY
$26.66 - $30.42 $128,207 - $146,289
4,809 Added 6.22%
82,112 $2.33 Million
Q3 2022

Nov 10, 2022
SELL
$26.83 - $32.55 $378,866 - $459,638
-14,121 Reduced 15.45%
77,303 $2.07 Million
Q2 2022

Aug 03, 2022
BUY
$27.39 - $34.76 $242,593 - $307,869
8,857 Added 10.73%
91,424 $2.6 Million
Q1 2022

May 04, 2022
BUY
$31.52 - $36.94 $1.63 Million - $1.91 Million
51,757 Added 167.99%
82,567 $2.84 Million
Q4 2021

Feb 04, 2022
BUY
$32.93 - $37.02 $61,447 - $69,079
1,866 Added 6.45%
30,810 $1.13 Million
Q3 2021

Oct 07, 2021
BUY
$32.68 - $34.95 $945,889 - $1.01 Million
28,944 New
28,944 $958,000

Others Institutions Holding XVV

# of Institutions
125
Shares Held
3.13M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

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