Envestnet Portfolio Solutions, Inc. Ishares Tr Russell 200 Value E Transaction History

Envestnet Portfolio Solutions, Inc.

  • $25.3 Billion
  • Q1 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,098,465 shares of IWX stock, worth $531 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
7,098,465
Previous 6,116,124 16.06%
Holding current value
$531 Million
Previous $429 Million 26.23%
% of portfolio
2.14%
Previous 1.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$69.24 - $76.32 $68 Million - $75 Million
982,341 Added 16.06%
7,098,465 $542 Million
Q4 2023

Feb 07, 2024
SELL
$62.27 - $70.35 $38.5 Million - $43.5 Million
-617,855 Reduced 9.18%
6,116,124 $429 Million
Q3 2023

Nov 13, 2023
BUY
$65.37 - $69.65 $440 Million - $469 Million
6,733,979 New
6,733,979 $440 Million

Others Institutions Holding IWX

# of Institutions
149
Shares Held
40M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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