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

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

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 5,365,087 shares of IWY stock, worth $1.21 Billion. This represents 4.54% of its overall portfolio holdings.

Number of Shares

5,365,087

Previous 5,243,988 2.31%

Holding current value

$1.21 Billion

Previous $1.15 Billion 9.39%

% of portfolio

4.54%

Previous 4.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

614

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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