Envestnet Portfolio Solutions, Inc. Ishares Russell Mid Cap ETF Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 4,144,232 shares of IWR stock, worth $373 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
4,144,232
Previous 4,071,476 1.79%
Holding current value
$373 Million
Previous $360 Million 2.05%
% of portfolio
1.49%
Previous 1.29%

Shares

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

Apr 21, 2025
BUY
$82.81 - $92.93 $6.02 Million - $6.76 Million
72,756 Added 1.79%
4,144,232 $353 Million
Q4 2024

Feb 10, 2025
BUY
$87.25 - $95.52 $3.48 Million - $3.81 Million
39,899 Added 0.99%
4,071,476 $360 Million
Q3 2024

Oct 31, 2024
BUY
$79.92 - $88.19 $5.19 Million - $5.72 Million
64,898 Added 1.64%
4,031,577 $355 Million
Q2 2024

Jul 16, 2024
BUY
$78.66 - $83.59 $7.72 Million - $8.2 Million
98,154 Added 2.54%
3,966,679 $322 Million
Q1 2024

May 06, 2024
BUY
$75.37 - $84.09 $7.78 Million - $8.68 Million
103,249 Added 2.74%
3,868,525 $325 Million
Q4 2023

Feb 07, 2024
SELL
$64.84 - $78.27 $2.11 Million - $2.55 Million
-32,588 Reduced 0.86%
3,765,276 $293 Million
Q3 2023

Nov 13, 2023
BUY
$68.54 - $75.91 $260 Million - $288 Million
3,797,864 New
3,797,864 $263 Million

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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