A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 3,587 shares of SUSA stock, worth $437,470. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,587
Previous 3,587 -0.0%
Holding current value
$437,470
Previous $403,000 6.95%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$102.41 - $112.98 $22,222 - $24,516
-217 Reduced 5.7%
3,587 $403,000
Q1 2024

May 06, 2024

BUY
$98.48 - $109.17 $8,863 - $9,825
90 Added 2.42%
3,804 $415,000
Q4 2023

Feb 07, 2024

SELL
$85.36 - $100.86 $50,618 - $59,809
-593 Reduced 13.77%
3,714 $373,000
Q3 2023

Nov 13, 2023

BUY
$89.49 - $97.11 $385,433 - $418,252
4,307 New
4,307 $387,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


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