Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 22,308 shares of SHV stock, worth $2.46 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,308

Previous 20,220 10.33%

Holding current value

$2.46 Million

Previous $2.23 Million 10.69%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$110.11 - $110.51 $229,909 - $230,744	2,088 Added 10.33%	22,308 $2.46 Million
Q4 2024 Feb 10, 2025	BUY	$109.92 - $110.57 $806,043 - $810,809	7,333 Added 56.9%	20,220 $2.23 Million
Q3 2024 Oct 31, 2024	SELL	$110.05 - $110.63 $1.18 Million - $1.18 Million	-10,699 Reduced 45.36%	12,887 $1.43 Million
Q2 2024 Jul 16, 2024	BUY	$110.04 - $110.51 $103,987 - $104,431	945 Added 4.17%	23,586 $2.61 Million
Q1 2024 May 06, 2024	BUY	$110.11 - $110.57 $72,782 - $73,086	661 Added 3.01%	22,641 $2.5 Million
Q4 2023 Feb 07, 2024	SELL	$109.86 - $110.59 $219,280 - $220,737	-1,996 Reduced 8.32%	21,980 $2.42 Million
Q3 2023 Nov 13, 2023	BUY	$109.99 - $110.5 $2.64 Million - $2.65 Million	23,976 New	23,976 $2.65 Million

Others Institutions Holding SHV

# of Institutions

783

Shares Held

96.9M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History