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

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 151,865 shares of IWD stock, worth $27.4 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
151,865
Previous 209,921 27.66%
Holding current value
$27.4 Million
Previous $38.9 Million 26.47%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Apr 21, 2025
SELL
$182.82 - $196.21 $10.6 Million - $11.4 Million
-58,056 Reduced 27.66%
151,865 $28.6 Million
Q4 2024

Feb 10, 2025
BUY
$183.23 - $199.79 $8.55 Million - $9.32 Million
46,642 Added 28.57%
209,921 $38.9 Million
Q3 2024

Oct 31, 2024
SELL
$173.36 - $189.8 $1.12 Million - $1.22 Million
-6,453 Reduced 3.8%
163,279 $31 Million
Q2 2024

Jul 16, 2024
BUY
$169.4 - $179.05 $1 Million - $1.06 Million
5,913 Added 3.61%
169,732 $29.6 Million
Q1 2024

May 06, 2024
SELL
$161.84 - $179.11 $10.7 Million - $11.8 Million
-65,839 Reduced 28.67%
163,819 $29.3 Million
Q4 2023

Feb 07, 2024
BUY
$143.69 - $165.7 $7.27 Million - $8.39 Million
50,607 Added 28.26%
229,658 $38 Million
Q3 2023

Nov 13, 2023
BUY
$151.73 - $163.56 $27.2 Million - $29.3 Million
179,051 New
179,051 $27.2 Million

Others Institutions Holding IWD

# of Institutions
1,883
Shares Held
288M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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