Envestnet Portfolio Solutions, Inc. Ishares Tr Russell 1000 ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 174,860 shares of IWB stock, worth $61.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

174,860

Previous 214,659 18.54%

Holding current value

$61.1 Million

Previous $65.8 Million 9.82%

% of portfolio

0.24%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$272.36 - $339.57 $10.8 Million - $13.5 Million	-39,799 Reduced 18.54%	174,860 $59.4 Million
Q1 2025 Apr 21, 2025	SELL	$302.31 - $337.54 $4.08 Million - $4.55 Million	-13,482 Reduced 5.91%	214,659 $65.8 Million
Q4 2024 Feb 10, 2025	BUY	$311.11 - $335.64 $8.59 Million - $9.27 Million	27,608 Added 13.77%	228,141 $73.5 Million
Q3 2024 Oct 31, 2024	SELL	$283.28 - $314.39 $276,198 - $306,530	-975 Reduced 0.48%	200,533 $63 Million
Q2 2024 Jul 16, 2024	SELL	$272.21 - $298.72 $167,681 - $184,011	-616 Reduced 0.3%	201,508 $60 Million
Q1 2024 May 06, 2024	SELL	$257.46 - $288.1 $10 Million - $11.2 Million	-38,974 Reduced 16.17%	202,124 $58.2 Million
Q4 2023 Feb 07, 2024	BUY	$225.16 - $263.17 $16 Million - $18.7 Million	70,936 Added 41.69%	241,098 $63.2 Million
Q3 2023 Nov 13, 2023	BUY	$234.05 - $252.17 $39.8 Million - $42.9 Million	170,162 New	170,162 $40 Million

Others Institutions Holding IWB

# of Institutions

1,539

Shares Held

97M

Call Options Held

66.9K

Put Options Held

199K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Envestnet Portfolio Solutions, Inc. Ishares Tr Russell 1000 ETF Transaction History