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

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 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 6,238,637 shares of IWX stock, worth $557 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares
6,238,637
Previous 6,568,250 5.02%
Holding current value
$557 Million
Previous $553 Million 0.86%
% of portfolio
2.3%
Previous 2.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$83.04 - $87.88 $27.4 Million - $29 Million
-329,613 Reduced 5.02%
6,238,637 $548 Million
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
237
Shares Held
45.2M
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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email