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

Envestnet Portfolio Solutions, Inc.

  • $25.3 Billion
  • Q1 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 3,868,525 shares of IWR stock, worth $317 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
3,868,525
Previous 3,765,276 2.74%
Holding current value
$317 Million
Previous $293 Million 11.15%
% of portfolio
1.28%
Previous 1.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,337
Shares Held
322M
Call Options Held
186K
Put Options Held
11.8K
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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