Envestnet Asset Management Inc Purchases in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
11M
+ 328.75%
$97.25 - $104.79 $1.07B - $1.15B
14.3M $1.49B
IVE
Ishares S&P 500 Value ETF

ETFs
5.21M
+ 38.76%
$185.78 - $198.58 $968M - $1.03B
18.6M $3.55B
OEF
Ishares S&P 100 ETF

ETFs
3.42M
+ 499.45%
N/A
4.1M $1.09B
IEMG
Ishares Inc

ETFs
11.2M
+ 39.88%
N/A
39.4M $2.11B
IAU
Ishares Gold Trust

ETFs
6.8M
+ 63.06%
$49.74 - $58.96 $338M - $401M
17.6M $1.04B
HEFA
Ishares Currency Hedged Msci E

ETFs
13.5M
+ 182.83%
$34.83 - $37.52 $469M - $505M
20.8M $756M
IWX
Ishares Tr Russell 200 Value E

ETFs
4.04M
+ 8893.6%
$78.54 - $84.86 $317M - $343M
4.09M $336M
VEA
Vanguard Ftse Developed Market

ETFs
660K
+ 0.67%
$47.4 - $52.99 $31.3M - $35M
98.7M $5.02B
IVV
Ishares Core S&P 500 ETF

ETFs
2.16M
+ 6.44%
$554.06 - $615.85 $1.2B - $1.33B
35.7M $20.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.71M
+ 9.31%
$168.16 - $186.21 $456M - $505M
31.9M $5.44B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.65M
+ 19.87%
$57.21 - $65.8 $323M - $371M
34.1M $1.99B
ABT
Abbott Laboratories

Healthcare
866K
+ 18.16%
$111.1 - $140.22 $96.2M - $121M
5.64M $748M
LLY
Eli Lilly & CO

Healthcare
162K
+ 17.01%
$725.72 - $929.72 $117M - $150M
1.11M $918M
ABBV
Abb Vie Inc.

Healthcare
95.8K
+ 1.93%
$169.2 - $216.66 $16.2M - $20.7M
5.06M $1.06B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.05M
+ 0.75%
$44.72 - $46.25 $47M - $48.6M
142M $6.55B
ECL
Ecolab Inc.

Basic Materials
559K
+ 79.64%
$229.72 - $269.82 $128M - $151M
1.26M $320M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.77M
+ 41.71%
$91.76 - $103.26 $162M - $183M
6.01M $557M
V
Visa Inc.

Financial Services
23.1K
+ 0.56%
$306.92 - $362.71 $7.08M - $8.37M
4.16M $1.46B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2.15M
+ 62.84%
$53.69 - $62.68 $115M - $134M
5.56M $334M
CGDV
Capital Group Divid Value ETF

ETFs
4.07M
+ 36.56%
$34.95 - $37.36 $142M - $152M
15.2M $542M
XLV
Select Sector Spdr Fund Health

ETFs
553K
+ 9.34%
$137.61 - $149.68 $76.1M - $82.8M
6.47M $945M
IGV
Ishares Expanded Tech Software

ETFs
1.62M
+ 134.4%
$88.3 - $107.83 $143M - $175M
2.82M $251M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.24M
+ 7.35%
$73.78 - $76.59 $91.4M - $94.9M
18.1M $1.39B
JNJ
Johnson & Johnson

Healthcare
169K
+ 3.71%
$142.06 - $167.7 $23.9M - $28.3M
4.71M $781M
MDT
Medtronic PLC

Healthcare
882K
+ 20.09%
$79.84 - $94.5 $70.4M - $83.3M
5.27M $473M
CVX
Chevron Corp

Energy
104K
+ 2.23%
$146.71 - $167.97 $15.3M - $17.5M
4.77M $798M
XOM
Exxon Mobil Corp

Energy
502K
+ 9.97%
$105.44 - $118.93 $52.9M - $59.7M
5.53M $658M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.38M
+ 3.25%
$42.5 - $46.71 $58.7M - $64.5M
43.8M $1.98B
AMGN
Amgen Inc

Healthcare
153K
+ 12.04%
$258.59 - $327.36 $39.4M - $49.9M
1.42M $442M
PLD
Prologis, Inc.

Real Estate
839K
+ 31.94%
$103.59 - $124.04 $86.9M - $104M
3.47M $388M
VZ
Verizon Communications Inc

Communication Services
1.07M
+ 9.39%
$37.81 - $46.49 $40.5M - $49.7M
12.5M $565M
RSP
Invesco S&P 500 Equal Weight E

ETFs
643K
+ 26.74%
$169.43 - $182.84 $109M - $118M
3.05M $528M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.11M
+ 10.68%
$79.17 - $82.04 $88M - $91.1M
11.5M $942M
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.97M
+ 357.44%
$30.72 - $33.22 $91.3M - $98.7M
3.8M $125M
XLI
Industrial Sector Spdr

ETFs
736K
+ 60.32%
$128.78 - $141.67 $94.8M - $104M
1.96M $257M
EMB
Ishares Tr

ETFs
962K
+ 22.56%
$88.64 - $92.03 $85.3M - $88.6M
5.23M $474M
KO
Coca Cola CO

Consumer Defensive
643K
+ 12.77%
$60.81 - $72.32 $39.1M - $46.5M
5.67M $406M
UNH
Unitedhealth Group Inc

Healthcare
100K
+ 4.67%
$461.52 - $548.18 $46.1M - $54.8M
2.24M $1.17B
VO
Vanguard Mid Cap ETF

ETFs
403K
+ 14.51%
$251.87 - $277.95 $102M - $112M
3.18M $823M
VTV
Vanguard Value ETF

ETFs
107K
+ 0.53%
$167.73 - $179.21 $18M - $19.2M
20.2M $3.49B
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.07M
+ 6.09%
$36.91 - $41.03 $39.3M - $43.7M
18.6M $737M
T
At&T Inc.

Communication Services
652K
+ 5.28%
$21.56 - $28.28 $14.1M - $18.4M
13M $368M
AVDV
American Centy ETF Tr Avantis

ETFs
1.17M
+ 118.11%
$63.74 - $71.96 $74.6M - $84.3M
2.16M $151M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.62M
+ 161.81%
$23.32 - $23.84 $84.4M - $86.3M
5.86M $137M
MCO
Moodys Corp

Financial Services
184K
+ 70.04%
$437.8 - $527.48 $80.7M - $97.2M
447K $208M
XLC
Select Sector Spdr Tr Communic

ETFs
867K
+ 19.69%
$94.84 - $105.31 $82.3M - $91.3M
5.27M $509M
GLD
Spdr Gold Trust

ETFs
107K
+ 9.6%
$243.19 - $288.14 $25.9M - $30.7M
1.22M $351M
XLF
Financial Sector Spdr

ETFs
953K
+ 4.29%
$47.32 - $52.19 $45.1M - $49.7M
23.2M $1.15B
BOND
Pimco Active Bond Exchange Tra

ETFs
833K
+ 54.01%
$89.27 - $92.9 $74.4M - $77.4M
2.38M $220M
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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