Envestnet Portfolio Solutions, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 470,643 shares of IJR stock, worth $47.1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
470,643
Previous 508,955 7.53%
Holding current value
$47.1 Million
Previous $58.6 Million 16.07%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Apr 21, 2025
SELL
$102.49 - $119.96 $3.93 Million - $4.6 Million
-38,312 Reduced 7.53%
470,643 $49.2 Million
Q4 2024

Feb 10, 2025
SELL
$113.92 - $127.38 $40,669 - $45,474
-357 Reduced 0.07%
508,955 $58.6 Million
Q3 2024

Oct 31, 2024
BUY
$105.53 - $118.34 $1.95 Million - $2.18 Million
18,459 Added 3.76%
509,312 $59.6 Million
Q2 2024

Jul 16, 2024
BUY
$102.13 - $110.88 $7.44 Million - $8.08 Million
72,857 Added 17.43%
490,853 $52.4 Million
Q1 2024

May 06, 2024
SELL
$102.35 - $110.52 $7.93 Million - $8.56 Million
-77,453 Reduced 15.63%
417,996 $46.2 Million
Q4 2023

Feb 07, 2024
BUY
$87.61 - $110.11 $6.24 Million - $7.85 Million
71,264 Added 16.8%
495,449 $53.6 Million
Q3 2023

Nov 13, 2023
BUY
$92.9 - $105.16 $39.4 Million - $44.6 Million
424,185 New
424,185 $40 Million

Others Institutions Holding IJR

# of Institutions
2,819
Shares Held
535M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

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