A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 987,188 shares of IWM stock, worth $227 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
987,188
Previous 987,983 0.08%
Holding current value
$227 Million
Previous $200 Million 8.78%
% of portfolio
0.78%
Previous 0.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$200.87 - $224.6 $159,691 - $178,557
-795 Reduced 0.08%
987,188 $218 Million
Q2 2024

Jul 16, 2024

SELL
$192.84 - $209.44 $7.72 Million - $8.38 Million
-40,026 Reduced 3.89%
987,983 $200 Million
Q1 2024

May 06, 2024

BUY
$189.48 - $210.3 $2.55 Million - $2.83 Million
13,439 Added 1.32%
1,028,009 $216 Million
Q4 2023

Feb 07, 2024

BUY
$162.21 - $204.82 $222,227 - $280,603
1,370 Added 0.14%
1,014,570 $204 Million
Q3 2023

Nov 13, 2023

BUY
$174.36 - $198.71 $177 Million - $201 Million
1,013,200 New
1,013,200 $179 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.