Envestnet Portfolio Solutions, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 61,328 shares of USIG stock, worth $3.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

61,328

Previous 58,770 4.35%

Holding current value

$3.2 Million

Previous $3 Million 5.1%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$49.73 - $51.44 $127,209 - $131,583	2,558 Added 4.35%	61,328 $3.15 Million
Q1 2025 Apr 21, 2025	SELL	$49.67 - $51.43 $554,515 - $574,164	-11,164 Reduced 15.96%	58,770 $3 Million
Q4 2024 Feb 10, 2025	SELL	$50.14 - $52.56 $349,275 - $366,132	-6,966 Reduced 9.06%	69,934 $3.52 Million
Q3 2024 Oct 31, 2024	SELL	$49.82 - $52.8 $699,721 - $741,576	-14,045 Reduced 15.44%	76,900 $4.04 Million
Q2 2024 Jul 16, 2024	SELL	$49.21 - $50.7 $117,661 - $121,223	-2,391 Reduced 2.56%	90,945 $4.57 Million
Q1 2024 May 06, 2024	SELL	$50.05 - $51.32 $363,513 - $372,737	-7,263 Reduced 7.22%	93,336 $4.74 Million
Q4 2023 Feb 07, 2024	BUY	$46.72 - $51.48 $363,528 - $400,565	7,781 Added 8.38%	100,599 $5.16 Million
Q3 2023 Nov 13, 2023	BUY	$48.03 - $50.28 $4.46 Million - $4.67 Million	92,818 New	92,818 $4.46 Million

Others Institutions Holding USIG

# of Institutions

446

Shares Held

205M

Call Options Held

7.9K

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Envestnet Portfolio Solutions, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History