Envestnet Portfolio Solutions, Inc. Ishares Barclays 20+ Year Trea Transaction History

Envestnet Portfolio Solutions, Inc.

$28 Billion
Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 1,637,525 shares of TLT stock, worth $148 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

1,637,525

Previous 1,888,130 13.27%

Holding current value

$148 Million

Previous $173 Million 7.3%

% of portfolio

0.57%

Previous 0.66%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$89.91 - $101.33 $22.5 Million - $25.4 Million	-250,605 Reduced 13.27%	1,637,525 $161 Million
Q2 2024 Jul 16, 2024	BUY	$87.78 - $94.67 $9.68 Million - $10.4 Million	110,265 Added 6.2%	1,888,130 $173 Million
Q1 2024 May 06, 2024	SELL	$92.18 - $98.72 $17.9 Million - $19.1 Million	-193,913 Reduced 9.83%	1,777,865 $168 Million
Q4 2023 Feb 07, 2024	BUY	$82.77 - $100.51 $11.2 Million - $13.6 Million	135,218 Added 7.36%	1,971,778 $195 Million
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $162 Million - $189 Million	1,836,560 New	1,836,560 $163 Million

Others Institutions Holding TLT

# of Institutions

1,353

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Envestnet Portfolio Solutions, Inc. Ishares Barclays 20+ Year Trea Transaction History