Envestnet Portfolio Solutions, Inc. Ishares Russell Mid Cap Growth Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 1,881,474 shares of IWP stock, worth $254 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

1,881,474

Previous 1,491,502 26.15%

Holding current value

$254 Million

Previous $175 Million 36.32%

% of portfolio

0.86%

Previous 0.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$116.4 - $138.52 $45.4 Million - $54 Million	389,972 Added 26.15%	1,881,474 $238 Million
Q3 2024 Oct 31, 2024	SELL	$103.87 - $117.59 $5.41 Million - $6.12 Million	-52,071 Reduced 3.37%	1,491,502 $175 Million
Q2 2024 Jul 16, 2024	BUY	$105.7 - $113.43 $3.48 Million - $3.74 Million	32,942 Added 2.18%	1,543,573 $170 Million
Q1 2024 May 06, 2024	BUY	$100.66 - $114.14 $25.7 Million - $29.2 Million	255,690 Added 20.37%	1,510,631 $172 Million
Q4 2023 Feb 07, 2024	BUY	$85.66 - $105.12 $7.32 Million - $8.99 Million	85,474 Added 7.31%	1,254,941 $131 Million
Q3 2023 Nov 13, 2023	BUY	$89.97 - $100.32 $105 Million - $117 Million	1,169,467 New	1,169,467 $107 Million

Others Institutions Holding IWP

# of Institutions

1,214

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Ishares Russell Mid Cap Growth Transaction History