Envestnet Portfolio Solutions, Inc. Ishares Iboxx $ Investment Gra Transaction History

Envestnet Portfolio Solutions, Inc.

  • $25.3 Billion
  • Q1 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 666,912 shares of LQD stock, worth $71.5 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
666,912
Previous 1,366,962 51.21%
Holding current value
$71.5 Million
Previous $151 Million 51.98%
% of portfolio
0.29%
Previous 0.65%

Shares

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

May 06, 2024
SELL
$106.98 - $110.63 $74.9 Million - $77.4 Million
-700,050 Reduced 51.21%
666,912 $72.6 Million
Q4 2023

Feb 07, 2024
BUY
$98.28 - $111.36 $31.4 Million - $35.6 Million
319,522 Added 30.51%
1,366,962 $151 Million
Q3 2023

Nov 13, 2023
BUY
$102.02 - $108.51 $107 Million - $114 Million
1,047,440 New
1,047,440 $107 Million

Others Institutions Holding LQD

# of Institutions
1,174
Shares Held
274M
Call Options Held
38.8M
Put Options Held
37.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

LQD Quotes by TradingView
  • Ticker LQD
  • Sector ETFs
  • Industry ETFs
More about LQD
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email