Envestnet Portfolio Solutions, Inc. Ishares Russell 2000 ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 1,008,549 shares of IWM stock, worth $228 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

1,008,549

Previous 987,188 2.16%

Holding current value

$228 Million

Previous $218 Million 2.2%

% of portfolio

0.8%

Previous 0.78%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$216.13 - $242.4 $4.62 Million - $5.18 Million	21,361 Added 2.16%	1,008,549 $223 Million
Q3 2024 Oct 31, 2024	SELL	$200.87 - $224.6 $159,691 - $178,557	-795 Reduced 0.08%	987,188 $218 Million
Q2 2024 Jul 16, 2024	SELL	$192.84 - $209.44 $7.72 Million - $8.38 Million	-40,026 Reduced 3.89%	987,983 $200 Million
Q1 2024 May 06, 2024	BUY	$189.48 - $210.3 $2.55 Million - $2.83 Million	13,439 Added 1.32%	1,028,009 $216 Million
Q4 2023 Feb 07, 2024	BUY	$162.21 - $204.82 $222,227 - $280,603	1,370 Added 0.14%	1,014,570 $204 Million
Q3 2023 Nov 13, 2023	BUY	$174.36 - $198.71 $177 Million - $201 Million	1,013,200 New	1,013,200 $179 Million

Others Institutions Holding IWM

# of Institutions

2,816

Shares Held

312M

Call Options Held

232M

Put Options Held

520M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Envestnet Portfolio Solutions, Inc. Ishares Russell 2000 ETF Transaction History