Envestnet Portfolio Solutions, Inc. Ishares Russell 3000 ETF Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,172 shares of IWV stock, worth $2.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,172
Previous 4,957 44.68%
Holding current value
$2.4 Million
Previous $1.53 Million 53.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2024
BUY
$294.75 - $326.73 $652,871 - $723,706
2,215 Added 44.68%
7,172 $2.34 Million
Q2 2024

Jul 16, 2024
SELL
$283.16 - $309.9 $79,567 - $87,081
-281 Reduced 5.36%
4,957 $1.53 Million
Q1 2024

May 06, 2024
SELL
$268.36 - $300.08 $68,431 - $76,520
-255 Reduced 4.64%
5,238 $1.57 Million
Q4 2023

Feb 07, 2024
BUY
$234.36 - $274.87 $594,336 - $697,070
2,536 Added 85.76%
5,493 $1.5 Million
Q3 2023

Nov 13, 2023
BUY
$243.9 - $263.56 $721,212 - $779,346
2,957 New
2,957 $724,000

Others Institutions Holding IWV

# of Institutions
850
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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