Envestnet Portfolio Solutions, Inc. Ishares Tr Russell 200 Value E Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 6,568,250 shares of IWX stock, worth $551 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
6,568,250
Previous 6,271,190 4.74%
Holding current value
$551 Million
Previous $515 Million 7.3%
% of portfolio
2.27%
Previous 2.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$73.26 - $84.19 $21.8 Million - $25 Million
297,060 Added 4.74%
6,568,250 $553 Million
Q1 2025

Apr 21, 2025
BUY
$78.54 - $84.86 $8.12 Million - $8.77 Million
103,328 Added 1.68%
6,271,190 $515 Million
Q4 2024

Feb 10, 2025
SELL
$78.25 - $85.17 $53.8 Million - $58.5 Million
-687,053 Reduced 10.02%
6,167,862 $487 Million
Q3 2024

Oct 31, 2024
SELL
$74.49 - $81.27 $17.6 Million - $19.2 Million
-235,772 Reduced 3.33%
6,854,915 $557 Million
Q2 2024

Jul 16, 2024
SELL
$72.57 - $76.65 $564,449 - $596,183
-7,778 Reduced 0.11%
7,090,687 $531 Million
Q1 2024

May 06, 2024
BUY
$69.24 - $76.32 $68 Million - $75 Million
982,341 Added 16.06%
7,098,465 $542 Million
Q4 2023

Feb 07, 2024
SELL
$62.27 - $70.35 $38.5 Million - $43.5 Million
-617,855 Reduced 9.18%
6,116,124 $429 Million
Q3 2023

Nov 13, 2023
BUY
$65.37 - $69.65 $440 Million - $469 Million
6,733,979 New
6,733,979 $440 Million

Others Institutions Holding IWX

# of Institutions
224
Shares Held
48.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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