Envestnet Portfolio Solutions, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 108,621 shares of SHY stock, worth $9.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
108,621
Previous 221,499 50.96%
Holding current value
$9.03 Million
Previous $18.2 Million 50.51%
% of portfolio
0.04%
Previous 0.07%

Shares

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

Apr 21, 2025
SELL
$81.83 - $82.73 $9.24 Million - $9.34 Million
-112,878 Reduced 50.96%
108,621 $8.99 Million
Q4 2024

Feb 10, 2025
SELL
$81.68 - $82.93 $312,507 - $317,290
-3,826 Reduced 1.7%
221,499 $18.2 Million
Q3 2024

Oct 31, 2024
BUY
$81.31 - $83.29 $582,830 - $597,022
7,168 Added 3.29%
225,325 $18.7 Million
Q2 2024

Jul 16, 2024
SELL
$81.05 - $81.66 $2.73 Million - $2.76 Million
-33,738 Reduced 13.39%
218,157 $17.8 Million
Q1 2024

May 06, 2024
BUY
$81.49 - $82.34 $6.14 Million - $6.2 Million
75,320 Added 42.66%
251,895 $20.6 Million
Q4 2023

Feb 07, 2024
BUY
$80.62 - $82.04 $2.15 Million - $2.19 Million
26,637 Added 17.77%
176,575 $14.5 Million
Q3 2023

Nov 13, 2023
BUY
$80.71 - $81.38 $12.1 Million - $12.2 Million
149,938 New
149,938 $12.1 Million

Others Institutions Holding SHY

# of Institutions
1,303
Shares Held
240M
Call Options Held
359K
Put Options Held
44.4K
View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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