Envestnet Portfolio Solutions, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 495,158 shares of IGSB stock, worth $25.7 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

495,158

Previous 528,398 6.29%

Holding current value

$25.7 Million

Previous $27.8 Million 8.0%

% of portfolio

0.09%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$51.54 - $52.55 $1.71 Million - $1.75 Million	-33,240 Reduced 6.29%	495,158 $25.6 Million
Q3 2024 Oct 31, 2024	BUY	$51.02 - $52.74 $15.4 Million - $15.9 Million	301,624 Added 133.01%	528,398 $27.8 Million
Q2 2024 Jul 16, 2024	SELL	$50.64 - $51.3 $87,050 - $88,184	-1,719 Reduced 0.75%	226,774 $11.6 Million
Q1 2024 May 06, 2024	BUY	$50.95 - $51.48 $573,340 - $579,304	11,253 Added 5.18%	228,493 $11.7 Million
Q4 2023 Feb 07, 2024	SELL	$49.4 - $51.28 $94,848 - $98,457	-1,920 Reduced 0.88%	217,240 $11.1 Million
Q3 2023 Nov 13, 2023	BUY	$49.74 - $50.37 $10.9 Million - $11 Million	219,160 New	219,160 $10.9 Million

Others Institutions Holding IGSB

# of Institutions

1,015

Shares Held

326M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
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Envestnet Portfolio Solutions, Inc. Ishares Trust Ishares 1 5 Year Transaction History