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

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 5,124,012 shares of IWY stock, worth $1.19 Billion. This represents 4.56% of its overall portfolio holdings.

Number of Shares
5,124,012
Previous 5,365,087 4.49%
Holding current value
$1.19 Billion
Previous $1.26 Billion 14.37%
% of portfolio
4.56%
Previous 4.54%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$210.19 - $243.33 $50.7 Million - $58.7 Million
-241,075 Reduced 4.49%
5,124,012 $1.08 Billion
Q4 2024

Feb 10, 2025
BUY
$216.72 - $244.71 $26.2 Million - $29.6 Million
121,099 Added 2.31%
5,365,087 $1.26 Billion
Q3 2024

Oct 31, 2024
SELL
$194.66 - $225.97 $66.1 Million - $76.7 Million
-339,549 Reduced 6.08%
5,243,988 $1.15 Billion
Q2 2024

Jul 16, 2024
SELL
$183.56 - $216.15 $32.2 Million - $38 Million
-175,603 Reduced 3.05%
5,583,537 $1.2 Billion
Q1 2024

May 06, 2024
BUY
$170.38 - $196.82 $125 Million - $144 Million
731,194 Added 14.54%
5,759,140 $1.12 Billion
Q4 2023

Feb 07, 2024
BUY
$149.01 - $175.92 $53.1 Million - $62.7 Million
356,410 Added 7.63%
5,027,946 $881 Million
Q3 2023

Nov 13, 2023
BUY
$152.69 - $164.44 $713 Million - $768 Million
4,671,536 New
4,671,536 $719 Million

Others Institutions Holding IWY

# of Institutions
597
Shares Held
51.9M
Call Options Held
4.7K
Put Options Held
6.5K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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