Envestnet Portfolio Solutions, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 16,866,256 shares of AGG stock, worth $1.65 Billion. This represents 7.03% of its overall portfolio holdings.

Number of Shares

16,866,256

Previous 16,681,363 1.11%

Holding current value

$1.65 Billion

Previous $1.62 Billion 3.22%

% of portfolio

7.03%

Previous 5.81%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$95.85 - $99.25 $17.7 Million - $18.4 Million	184,893 Added 1.11%	16,866,256 $1.67 Billion
Q4 2024 Feb 10, 2025	SELL	$96.64 - $101.23 $209 Million - $219 Million	-2,164,617 Reduced 11.49%	16,681,363 $1.62 Billion
Q3 2024 Oct 31, 2024	BUY	$96.25 - $101.98 $299 Million - $317 Million	3,106,136 Added 19.73%	18,845,980 $1.91 Billion
Q2 2024 Jul 16, 2024	SELL	$95.11 - $97.92 $141 Million - $146 Million	-1,486,386 Reduced 8.63%	15,739,844 $1.53 Billion
Q1 2024 May 06, 2024	BUY	$96.75 - $99.37 $238 Million - $244 Million	2,455,461 Added 16.62%	17,226,230 $1.69 Billion
Q4 2023 Feb 07, 2024	SELL	$91.67 - $99.66 $26.5 Million - $28.8 Million	-289,099 Reduced 1.92%	14,770,769 $1.47 Billion
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $1.41 Billion - $1.48 Billion	15,059,868 New	15,059,868 $1.42 Billion

Others Institutions Holding AGG

# of Institutions

2,166

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Envestnet Portfolio Solutions, Inc. Ishares Core U.S. Aggregate Bo Transaction History