Envestnet Portfolio Solutions, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 38,170 shares of IEI stock, worth $4.51 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

38,170

Previous 67,221 43.22%

Holding current value

$4.51 Million

Previous $7.94 Million 42.77%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$116.93 - $119.39 $3.4 Million - $3.47 Million	-29,051 Reduced 43.22%	38,170 $4.55 Million
Q1 2025 Apr 21, 2025	BUY	$114.57 - $118.14 $329,961 - $340,243	2,880 Added 4.48%	67,221 $7.94 Million
Q4 2024 Feb 10, 2025	SELL	$115.08 - $119.55 $1.63 Million - $1.69 Million	-14,174 Reduced 18.05%	64,341 $7.43 Million
Q3 2024 Oct 31, 2024	SELL	$114.73 - $120.23 $493,453 - $517,109	-4,301 Reduced 5.19%	78,515 $9.39 Million
Q2 2024 Jul 16, 2024	SELL	$113.43 - $115.88 $243,874 - $249,142	-2,150 Reduced 2.53%	82,816 $9.56 Million
Q1 2024 May 06, 2024	SELL	$114.97 - $117.54 $3.84 Million - $3.93 Million	-33,436 Reduced 28.24%	84,966 $9.84 Million
Q4 2023 Feb 07, 2024	SELL	$111.61 - $117.37 $2 Million - $2.1 Million	-17,889 Reduced 13.13%	118,402 $13.9 Million
Q3 2023 Nov 13, 2023	BUY	$112.76 - $116.14 $15.4 Million - $15.8 Million	136,291 New	136,291 $15.4 Million

Others Institutions Holding IEI

# of Institutions

870

Shares Held

114M

Call Options Held

2.34M

Put Options Held

666K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. Ishares Barclays 3 7 Yr Treas Transaction History