Envestnet Portfolio Solutions, Inc. Ishares Core S&P 500 ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 3,024,929 shares of IVV stock, worth $1.94 Billion. This represents 7.69% of its overall portfolio holdings.

Number of Shares

3,024,929

Previous 3,994,075 24.26%

Holding current value

$1.94 Billion

Previous $2.24 Billion 16.31%

% of portfolio

7.69%

Previous 9.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$498.8 - $620.9 $483 Million - $602 Million	-969,146 Reduced 24.26%	3,024,929 $1.88 Billion
Q1 2025 Apr 21, 2025	SELL	$554.06 - $615.85 $371 Million - $412 Million	-669,137 Reduced 14.35%	3,994,075 $2.24 Billion
Q4 2024 Feb 10, 2025	BUY	$570.51 - $610.59 $11.6 Million - $12.5 Million	20,398 Added 0.44%	4,663,212 $2.75 Billion
Q3 2024 Oct 31, 2024	SELL	$520.18 - $576.82 $82.6 Million - $91.6 Million	-158,785 Reduced 3.31%	4,642,814 $2.68 Billion
Q2 2024 Jul 16, 2024	SELL	$497.53 - $549.64 $128 Million - $141 Million	-257,435 Reduced 5.09%	4,801,599 $2.63 Billion
Q1 2024 May 06, 2024	SELL	$469.56 - $525.73 $361 Million - $405 Million	-769,407 Reduced 13.2%	5,059,034 $2.66 Billion
Q4 2023 Feb 07, 2024	BUY	$412.55 - $479.0 $160 Million - $186 Million	388,938 Added 7.15%	5,828,441 $2.78 Billion
Q3 2023 Nov 13, 2023	BUY	$427.76 - $460.18 $2.33 Billion - $2.5 Billion	5,439,503 New	5,439,503 $2.34 Billion

Others Institutions Holding IVV

# of Institutions

3,982

Shares Held

800M

Call Options Held

5.37M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Envestnet Portfolio Solutions, Inc. Ishares Core S&P 500 ETF Transaction History