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

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 3,551,332 shares of IVW stock, worth $430 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

3,551,332

Previous 3,746,387 5.21%

Holding current value

$430 Million

Previous $412 Million 3.94%

% of portfolio

1.8%

Previous 1.69%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$108.97 - $121.65 $21.3 Million - $23.7 Million	-195,055 Reduced 5.21%	3,551,332 $429 Million
Q2 2025 Jul 25, 2025	SELL	$82.96 - $110.1 $60.4 Million - $80.2 Million	-728,351 Reduced 16.28%	3,746,387 $412 Million
Q1 2025 Apr 21, 2025	SELL	$92.45 - $106.69 $128 Million - $147 Million	-1,381,218 Reduced 23.59%	4,474,738 $415 Million
Q4 2024 Feb 10, 2025	SELL	$94.43 - $105.47 $12.9 Million - $14.4 Million	-136,274 Reduced 2.27%	5,855,956 $595 Million
Q3 2024 Oct 31, 2024	SELL	$84.77 - $97.13 $32.2 Million - $36.8 Million	-379,322 Reduced 5.95%	5,992,230 $574 Million

Q2 2024 Jul 16, 2024	BUY	$79.31 - $93.31 $191 Million - $224 Million	2,404,544 Added 60.61%	6,371,552 $590 Million
Q1 2024 May 06, 2024	BUY	$72.87 - $85.14 $142 Million - $166 Million	1,948,478 Added 96.53%	3,967,008 $335 Million
Q4 2023 Feb 07, 2024	BUY	$65.78 - $75.4 $4.49 Million - $5.14 Million	68,234 Added 3.5%	2,018,530 $152 Million
Q3 2023 Nov 13, 2023	BUY	$68.05 - $72.66 $133 Million - $142 Million	1,950,296 New	1,950,296 $133 Million

Others Institutions Holding IVW

# of Institutions

2,176

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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 S&P 500 Growth ETF Transaction History