Envestnet Portfolio Solutions, Inc. Ishares 0 5 Year Investment Gr Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 13,444 shares of SLQD stock, worth $678,653. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,444

Previous 20,900 35.67%

Holding current value

$678,653

Previous $1.05 Million 35.24%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$49.79 - $50.59 $371,234 - $377,199	-7,456 Reduced 35.67%	13,444 $680,000
Q1 2025 Apr 21, 2025	BUY	$49.6 - $50.28 $244,528 - $247,880	4,930 Added 30.87%	20,900 $1.05 Million
Q4 2024 Feb 10, 2025	SELL	$49.58 - $50.28 $24,839 - $25,190	-501 Reduced 3.04%	15,970 $794,000
Q3 2024 Oct 31, 2024	SELL	$49.07 - $50.44 $3,631 - $3,732	-74 Reduced 0.45%	16,471 $830,000
Q2 2024 Jul 16, 2024	BUY	$48.75 - $49.28 $49,676 - $50,216	1,019 Added 6.56%	16,545 $814,000
Q1 2024 May 06, 2024	BUY	$48.97 - $49.36 $17,874 - $18,016	365 Added 2.41%	15,526 $764,000
Q4 2023 Feb 07, 2024	BUY	$47.66 - $49.2 $192,355 - $198,571	4,036 Added 36.28%	15,161 $745,000
Q3 2023 Nov 13, 2023	BUY	$47.89 - $48.35 $532,776 - $537,893	11,125 New	11,125 $534,000

Others Institutions Holding SLQD

# of Institutions

258

Shares Held

29.5M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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Envestnet Portfolio Solutions, Inc. Ishares 0 5 Year Investment Gr Transaction History