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

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

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 4,071,476 shares of IWR stock, worth $357 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

4,071,476

Previous 4,031,577 0.99%

Holding current value

$357 Million

Previous $355 Million 1.29%

% of portfolio

1.29%

Previous 1.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,535

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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