Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History

Envestnet Portfolio Solutions, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$101.93 - $106.84 $50,353 - $52,778	494 Added 13.88%	4,054 $414,000
Q3 2024 Oct 31, 2024	SELL	$101.73 - $107.63 $11,597 - $12,269	-114 Reduced 3.1%	3,560 $380,000
Q2 2024 Jul 16, 2024	BUY	$100.7 - $103.5 $2,618 - $2,691	26 Added 0.71%	3,674 $377,000
Q1 2024 May 06, 2024	SELL	$102.6 - $105.21 $124,146 - $127,304	-1,210 Reduced 24.91%	3,648 $377,000
Q4 2023 Feb 07, 2024	SELL	$97.69 - $105.72 $28,134 - $30,447	-288 Reduced 5.6%	4,858 $511,000
Q3 2023 Nov 13, 2023	BUY	$99.86 - $104.45 $513,879 - $537,499	5,146 New	5,146 $514,000

1.35M

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