Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 11,447 shares of IDV stock, worth $387,366. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,447
Previous 9,545 19.93%
Holding current value
$387,366
Previous $261,000 36.02%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 21, 2025
BUY
$27.0 - $31.7 $51,354 - $60,293
1,902 Added 19.93%
11,447 $355,000
Q4 2024

Feb 10, 2025
SELL
$27.03 - $29.92 $134,501 - $148,881
-4,976 Reduced 34.27%
9,545 $261,000
Q3 2024

Oct 31, 2024
BUY
$27.62 - $30.64 $5,275 - $5,852
191 Added 1.33%
14,521 $438,000
Q2 2024

Jul 16, 2024
BUY
$26.94 - $30.1 $781 - $872
29 Added 0.2%
14,330 $396,000
Q1 2024

May 06, 2024
SELL
$26.95 - $28.13 $72,037 - $75,191
-2,673 Reduced 15.75%
14,301 $401,000
Q4 2023

Feb 07, 2024
BUY
$24.46 - $28.13 $139,593 - $160,537
5,707 Added 50.65%
16,974 $475,000
Q3 2023

Nov 13, 2023
BUY
$25.3 - $27.59 $285,055 - $310,856
11,267 New
11,267 $286,000

Others Institutions Holding IDV

# of Institutions
504
Shares Held
79.1M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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