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

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 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 9,456 shares of IWV stock, worth $3.31 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,456

Previous 7,172 31.85%

Holding current value

$3.31 Million

Previous $2.34 Million 34.87%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$323.08 - $349.08 $737,914 - $797,298	2,284 Added 31.85%	9,456 $3.16 Million
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

923

Shares Held

31.7M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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