Envestnet Portfolio Solutions, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 278,750 shares of USMV stock, worth $26.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

278,750

Previous 264,838 5.25%

Holding current value

$26.5 Million

Previous $24.8 Million 5.49%

% of portfolio

0.11%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$85.42 - $94.39 $1.19 Million - $1.31 Million	13,912 Added 5.25%	278,750 $26.2 Million
Q1 2025 Apr 21, 2025	BUY	$87.68 - $94.52 $4.52 Million - $4.87 Million	51,535 Added 24.16%	264,838 $24.8 Million
Q4 2024 Feb 10, 2025	SELL	$88.59 - $94.57 $4.13 Million - $4.41 Million	-46,657 Reduced 17.95%	213,303 $18.9 Million
Q3 2024 Oct 31, 2024	BUY	$83.76 - $91.82 $1.63 Million - $1.78 Million	19,413 Added 8.07%	259,960 $23.7 Million
Q2 2024 Jul 16, 2024	SELL	$79.92 - $84.63 $9.15 Million - $9.69 Million	-114,542 Reduced 32.26%	240,547 $20.2 Million
Q1 2024 May 06, 2024	SELL	$77.86 - $83.58 $41.2 Million - $44.2 Million	-529,140 Reduced 59.84%	355,089 $29.7 Million
Q4 2023 Feb 07, 2024	SELL	$70.56 - $78.63 $178 Million - $199 Million	-2,527,803 Reduced 74.08%	884,229 $69 Million
Q3 2023 Nov 13, 2023	BUY	$72.38 - $76.06 $247 Million - $260 Million	3,412,032 New	3,412,032 $247 Million

Others Institutions Holding USMV

# of Institutions

1,461

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Envestnet Portfolio Solutions, Inc. Ishares Msci Usa Min Vol Facto Transaction History