Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 9,044,309 shares of IEFA stock, worth $753 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

9,044,309

Previous 15,636,699 42.16%

Holding current value

$753 Million

Previous $1.1 Billion 37.74%

% of portfolio

2.88%

Previous 3.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$69.57 - $78.65 $459 Million - $518 Million	-6,592,390 Reduced 42.16%	9,044,309 $684 Million
Q4 2024 Feb 10, 2025	BUY	$70.06 - $77.43 $94.7 Million - $105 Million	1,352,274 Added 9.47%	15,636,699 $1.1 Billion
Q3 2024 Oct 31, 2024	BUY	$70.09 - $78.74 $91.1 Million - $102 Million	1,299,339 Added 10.01%	14,284,425 $1.11 Billion
Q2 2024 Jul 16, 2024	BUY	$70.77 - $76.19 $15.2 Million - $16.4 Million	215,437 Added 1.69%	12,985,086 $943 Million
Q1 2024 May 06, 2024	BUY	$68.14 - $74.43 $27.4 Million - $30 Million	402,792 Added 3.26%	12,769,649 $948 Million
Q4 2023 Feb 07, 2024	BUY	$61.3 - $70.47 $24.6 Million - $28.3 Million	401,049 Added 3.35%	12,366,857 $870 Million
Q3 2023 Nov 13, 2023	BUY	$64.04 - $69.58 $766 Million - $833 Million	11,965,808 New	11,965,808 $770 Million

Others Institutions Holding IEFA

# of Institutions

2,259

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.7K

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About ISHARES TR

Ticker IEFA
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Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History