Envestnet Portfolio Solutions, Inc. Ishares Russell Midcap Value E Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 2,823,287 shares of IWS stock, worth $388 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
2,823,287
Previous 2,775,076 1.74%
Holding current value
$388 Million
Previous $367 Million 7.53%
% of portfolio
1.65%
Previous 1.5%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$132.83 - $140.61 $6.4 Million - $6.78 Million
48,211 Added 1.74%
2,823,287 $394 Million
Q2 2025

Jul 25, 2025
SELL
$110.58 - $132.14 $129 Million - $155 Million
-1,169,609 Reduced 29.65%
2,775,076 $367 Million
Q1 2025

Apr 21, 2025
BUY
$122.59 - $135.24 $7.41 Million - $8.17 Million
60,435 Added 1.56%
3,944,685 $497 Million
Q4 2024

Feb 10, 2025
BUY
$128.08 - $140.32 $7.8 Million - $8.54 Million
60,877 Added 1.59%
3,884,250 $502 Million
Q3 2024

Oct 31, 2024
SELL
$119.52 - $132.25 $38.7 Million - $42.8 Million
-323,719 Reduced 7.81%
3,823,373 $506 Million
Q2 2024

Jul 16, 2024
BUY
$117.31 - $125.13 $11.8 Million - $12.5 Million
100,214 Added 2.48%
4,147,092 $501 Million
Q1 2024

May 06, 2024
BUY
$112.43 - $125.33 $103 Million - $115 Million
919,370 Added 29.4%
4,046,878 $507 Million
Q4 2023

Feb 07, 2024
BUY
$97.63 - $117.08 $69.6 Million - $83.4 Million
712,662 Added 29.51%
3,127,508 $364 Million
Q3 2023

Nov 13, 2023
BUY
$103.48 - $114.68 $250 Million - $277 Million
2,414,846 New
2,414,846 $252 Million

Others Institutions Holding IWS

# of Institutions
1,061
Shares Held
94.5M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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