Envestnet Asset Management Inc Purchases in Q3 2025

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
39.8M
+ 55.84%
$54.35 - $59.32 $2.16B - $2.36B
111M $6.57B
IVV
Ishares Core S&P 500 ETF

ETFs
202K
+ 0.71%
$620.67 - $670.08 $125M - $135M
28.6M $19.1B
OEF
Ishares S&P 100 ETF

ETFs
4.85M
+ 82.29%
N/A
10.7M $2.86B
ITA
Ishares Tr

ETFs
4.51M
+ 1674.15%
$184.73 - $209.26 $833M - $944M
4.78M $1B
NVDA
Nvidia Corp

Technology
262K
+ 1.19%
$153.3 - $186.58 $40.2M - $49M
22.2M $4.15B
IAU
Ishares Gold Trust

ETFs
6.62M
+ 47.66%
$61.62 - $72.77 $408M - $482M
20.5M $1.49B
GOOGL
Alphabet Inc.

Communication Services
623K
+ 9.1%
$174.36 - $254.72 $109M - $159M
7.46M $1.81B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.62M
+ 29.26%
$98.52 - $103.93 $554M - $584M
24.8M $2.56B
IVW
Ishares S&P 500 Growth ETF

ETFs
180K
+ 0.4%
$108.97 - $121.65 $19.6M - $21.9M
45.6M $5.5B
IWP
Ishares Russell Mid Cap Growth

ETFs
3.41M
+ 171.12%
$137.51 - $145.26 $468M - $495M
5.4M $769M
IVE
Ishares S&P 500 Value ETF

ETFs
1.14M
+ 5.42%
$194.44 - $206.51 $221M - $235M
22.1M $4.57B
VUG
Vanguard Growth ETF

ETFs
191K
+ 2.36%
$433.97 - $484.08 $83.1M - $92.7M
8.32M $3.99B
GOOG
Alphabet Inc.

Communication Services
13.5K
+ 0.22%
$175.16 - $255.24 $2.36M - $3.44M
6.23M $1.52B
VTV
Vanguard Value ETF

ETFs
1.1M
+ 5.31%
$175.51 - $186.57 $194M - $206M
21.9M $4.08B
IGM
Ishares Expanded Tech Sector E

ETFs
3.01M
+ 843.32%
$110.96 - $127.67 $334M - $384M
3.36M $424M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.65M
+ 12.04%
$28.92 - $32.19 $192M - $214M
61.9M $1.97B
IWLG
Indexiq Active ETF Tr Iq Winsl
5.9M
+ 10974.53%
$51.06 - $54.79 $301M - $323M
5.95M $320M
GNR
Spdr S&P Global Natural Resour

ETFs
4.46M
+ 2450.34%
$54.23 - $59.34 $242M - $265M
4.65M $275M
IWY
Ishares Tr Russell 200 Growth

ETFs
927K
+ 231.3%
$243.93 - $275.62 $226M - $255M
1.33M $363M
MSFT
Microsoft Corp

Technology
8.42K
+ 0.08%
$491.09 - $535.64 $4.14M - $4.51M
11M $5.71B
XLF
Financial Sector Spdr

ETFs
3.7M
+ 20.16%
$51.37 - $54.25 $190M - $201M
22M $1.19B
MGC
Vanguard Mega Cap ETF

ETFs
857K
+ 99.21%
$224.2 - $245.55 $192M - $210M
1.72M $420M
JNJ
Johnson & Johnson

Healthcare
215K
+ 4.37%
$155.17 - $185.42 $33.3M - $39.8M
5.14M $952M
AVDE
American Centy ETF Tr Avantis

ETFs
2.38M
+ 140.64%
$73.24 - $79.04 $174M - $188M
4.07M $321M
XLU
Utilities Sector Spdr

ETFs
2.15M
+ 157.63%
$81.14 - $87.32 $174M - $188M
3.51M $306M
TSLA
Tesla, Inc.

Consumer Cyclical
78.3K
+ 6.77%
$293.94 - $444.72 $23M - $34.8M
1.23M $549M
QQQ
Invesco Qqq Trust, Series 1

ETFs
64K
+ 2.19%
$546.99 - $602.2 $35M - $38.6M
2.99M $1.79B
SPYG
Spdr Portfolio

ETFs
754K
+ 7.38%
$94.33 - $105.31 $71.2M - $79.4M
11M $1.15B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
984K
+ 6.2%
$72.65 - $78.68 $71.5M - $77.4M
16.9M $1.32B
APH
Amphenol Corp

Technology
150K
+ 2.56%
$97.39 - $125.4 $14.6M - $18.9M
6.03M $747M
XLY
Select Sector Spdr Consumer Di

ETFs
397K
+ 17.59%
$216.09 - $242.18 $85.8M - $96.1M
2.65M $636M
IWM
Ishares Russell 2000 ETF

ETFs
400K
+ 25.52%
$214.92 - $244.84 $86M - $97.9M
1.97M $476M
XLI
Industrial Sector Spdr

ETFs
790K
+ 36.11%
$147.94 - $154.99 $117M - $122M
2.98M $459M
PVAL
Putnam ETF Tr Putnam Focused L
2.85M
+ 266.28%
$39.93 - $42.72 $114M - $122M
3.92M $167M
HSY
Hershey CO

Consumer Defensive
605K
+ 121.19%
$161.95 - $193.45 $98M - $117M
1.1M $207M
ETN
Eaton Corp PLC

Industrials
289K
+ 32.3%
$342.99 - $392.76 $99.1M - $114M
1.18M $443M
VRSN
Verisign Inc

Technology
440K
+ 394.1%
$263.02 - $305.98 $116M - $135M
552K $154M
UBER
Uber Technologies, Inc

Technology
1.02M
+ 23.99%
$86.91 - $99.57 $88.7M - $102M
5.28M $517M
CVX
Chevron Corp

Energy
390K
+ 8.66%
$145.57 - $161.83 $56.7M - $63.1M
4.89M $760M
IXUS
Ishares Tr

ETFs
534K
+ 4.63%
$76.35 - $82.58 $40.8M - $44.1M
12.1M $996M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.61M
+ 15.37%
$40.2 - $44.58 $64.5M - $71.6M
12.1M $529M
MBB
Ishares Tr

ETFs
727K
+ 2.72%
$92.46 - $95.73 $67.2M - $69.6M
27.5M $2.62B
LQD
Ishares Iboxx $ Investment Gra

ETFs
794K
+ 16.18%
$107.66 - $112.36 $85.5M - $89.3M
5.7M $636M
VEEV
Veeva Systems Inc

Healthcare
310K
+ 60.52%
$269.2 - $297.91 $83.4M - $92.2M
821K $245M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.02M
+ 5.48%
$76.16 - $78.59 $77.4M - $79.9M
19.6M $1.53B
META
Meta Platforms, Inc.

Communication Services
135K
+ 4.69%
$695.21 - $791.73 $93.9M - $107M
3.02M $2.21B
TJX
Tjx Companies Inc

Consumer Cyclical
41.3K
+ 1.06%
$121.35 - $144.54 $5.01M - $5.97M
3.92M $567M
CGGO
Capital Group Global Growth Eq

ETFs
2.07M
+ 28.97%
$31.71 - $34.17 $65.6M - $70.7M
9.21M $315M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
556K
+ 10.59%
$94.17 - $99.95 $52.4M - $55.6M
5.81M $581M
Activity Summary
Buys All Purchases 2493 New Holdings 288 Increased Positions 2205 Sells All Sells 1997 Reductions 1997 Sold out 0 Options Calls 0 Puts 0
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