Envestnet Asset Management Inc Ishares Tr Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 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 40,783 shares of IEZ stock, worth $630,505. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40,783
Holding current value
$630,505
% of portfolio
0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$18.42 - $22.2 $751,222 - $905,382
40,783 New
40,783 $795,000
Q1 2024

May 13, 2024
SELL
$19.85 - $23.65 $547,185 - $651,935
-27,566 Reduced 55.08%
22,478 $531,000
Q4 2023

Feb 13, 2024
SELL
$20.39 - $24.27 $157,451 - $187,412
-7,722 Reduced 13.37%
50,044 $1.1 Million
Q3 2023

Nov 13, 2023
BUY
$20.14 - $25.39 $1.16 Million - $1.47 Million
57,766 New
57,766 $1.39 Million
Q1 2023

May 11, 2023
SELL
$17.87 - $23.07 $1.31 Million - $1.69 Million
-73,097 Reduced 82.93%
15,041 $290,000
Q4 2022

Feb 07, 2023
BUY
$15.41 - $21.93 $1.36 Million - $1.93 Million
88,138 New
88,138 $1.87 Million
Q2 2022

Aug 03, 2022
SELL
$15.24 - $21.54 $1.28 Million - $1.81 Million
-84,098 Reduced 77.38%
24,578 $393,000
Q1 2022

May 04, 2022
BUY
$13.71 - $20.0 $1.49 Million - $2.17 Million
108,676 New
108,676 $2.1 Million
Q2 2021

Aug 04, 2021
SELL
$12.23 - $17.07 $3.67 Million - $5.13 Million
-300,484 Closed
0 $0
Q1 2021

May 04, 2021
BUY
$11.38 - $15.9 $3.42 Million - $4.78 Million
300,484 New
300,484 $4.03 Million
Q3 2020

Oct 09, 2020
SELL
$7.21 - $10.21 $4.27 Million - $6.05 Million
-592,530 Closed
0 $0
Q2 2020

Jul 08, 2020
BUY
$5.54 - $11.92 $3.28 Million - $7.06 Million
592,530 New
592,530 $5.1 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-14,164 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-3,549 Reduced 20.04%
14,164 $506,000
Q2 2018

Aug 10, 2018
BUY
N/A
17,713 New
17,713 $648,000

Others Institutions Holding IEZ

# of Institutions
78
Shares Held
4.18M
Call Options Held
12.9K
Put Options Held
15.6K
View Full List

About ISHARES TR

IEZ Quotes by TradingView
  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email