Envestnet Portfolio Solutions, Inc. Ishares Core S&P U.S. Value Et Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 5,050 shares of IUSV stock, worth $458,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,050

Previous 8,610 41.35%

Holding current value

$458,489

Previous $822,000 43.19%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$91.94 - $100.02 $327,306 - $356,071	-3,560 Reduced 41.35%	5,050 $467,000
Q3 2024 Oct 31, 2024	SELL	$87.56 - $95.49 $2.22 Million - $2.42 Million	-25,301 Reduced 74.61%	8,610 $822,000
Q2 2024 Jul 16, 2024	SELL	$85.39 - $90.42 $1.89 Million - $2 Million	-22,095 Reduced 39.45%	33,911 $2.99 Million
Q1 2024 May 06, 2024	BUY	$82.87 - $90.44 $3.79 Million - $4.14 Million	45,766 Added 446.93%	56,006 $5.07 Million
Q4 2023 Feb 07, 2024	BUY	$71.48 - $84.61 $96,855 - $114,646	1,355 Added 15.25%	10,240 $863,000
Q3 2023 Nov 13, 2023	BUY	$74.38 - $81.04 $660,866 - $720,040	8,885 New	8,885 $662,000

Others Institutions Holding IUSV

# of Institutions

776

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Envestnet Portfolio Solutions, Inc. Ishares Core S&P U.S. Value Et Transaction History