A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 5,673 shares of LRGF stock, worth $343,103. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,673
Previous 6,589 13.9%
Holding current value
$343,103
Previous $366,000 9.02%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$52.89 - $58.77 $48,447 - $53,833
-916 Reduced 13.9%
5,673 $333,000
Q2 2024

Jul 16, 2024

SELL
$50.75 - $56.08 $39,382 - $43,518
-776 Reduced 10.54%
6,589 $366,000
Q1 2024

May 06, 2024

BUY
$47.39 - $53.82 $96,533 - $109,631
2,037 Added 38.23%
7,365 $396,000
Q3 2023

Nov 13, 2023

BUY
$43.03 - $46.09 $229,263 - $245,567
5,328 New
5,328 $230,000

Others Institutions Holding LRGF

About ISHARES TR


  • Ticker LRGF
  • Sector ETFs
  • Industry ETFs
More about LRGF
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.