Envestnet Portfolio Solutions, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 6,148 shares of IWO stock, worth $1.83 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,148
Previous 1,834 235.22%
Holding current value
$1.83 Million
Previous $520,000 240.19%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$278.19 - $315.36 $1.2 Million - $1.36 Million
4,314 Added 235.22%
6,148 $1.77 Million
Q3 2024

Oct 31, 2024
SELL
$256.4 - $289.78 $62,048 - $70,126
-242 Reduced 11.66%
1,834 $520,000
Q2 2024

Jul 16, 2024
SELL
$245.29 - $268.7 $13,981 - $15,315
-57 Reduced 2.67%
2,076 $545,000
Q1 2024

May 06, 2024
BUY
$239.5 - $270.8 $111,128 - $125,651
464 Added 27.8%
2,133 $577,000
Q4 2023

Feb 07, 2024
BUY
$204.07 - $257.57 $73,057 - $92,210
358 Added 27.31%
1,669 $420,000
Q3 2023

Nov 13, 2023
BUY
$221.24 - $254.04 $290,045 - $333,046
1,311 New
1,311 $293,000

Others Institutions Holding IWO

# of Institutions
1,158
Shares Held
35.3M
Call Options Held
174K
Put Options Held
60.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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.

Choose your preferred platform and Sign Up 👇 Telegram Email