Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 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 7,519 shares of IDV stock, worth $272,112. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,519

Previous 11,447 34.31%

Holding current value

$272,112

Previous $355,000 27.04%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$27.79 - $34.84 $109,159 - $136,851	-3,928 Reduced 34.31%	7,519 $259,000
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

544

Shares Held

81.7M

Call Options Held

40.6K

Put Options Held

53.6K

View Full List

About ISHARES TR

Ticker IDV
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Industry ETFs

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Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History