Envestnet Portfolio Solutions, Inc. Ishares Russell Mid Cap ETF Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 311,501 shares of IWR stock, worth $29.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
311,501
Previous 311,511 0.0%
Holding current value
$29.5 Million
Previous $28.6 Million 4.98%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Oct 30, 2025
SELL
$92.26 - $97.51 $922 - $975
-10 Reduced -0.0%
311,501 $30.1 Million
Q2 2025

Jul 25, 2025
SELL
$74.88 - $91.97 $287 Million - $352 Million
-3,832,721 Reduced 92.48%
311,511 $28.6 Million
Q1 2025

Apr 21, 2025
BUY
$82.81 - $92.93 $6.02 Million - $6.76 Million
72,756 Added 1.79%
4,144,232 $353 Million
Q4 2024

Feb 10, 2025
BUY
$87.25 - $95.52 $3.48 Million - $3.81 Million
39,899 Added 0.99%
4,071,476 $360 Million
Q3 2024

Oct 31, 2024
BUY
$79.92 - $88.19 $5.19 Million - $5.72 Million
64,898 Added 1.64%
4,031,577 $355 Million
Q2 2024

Jul 16, 2024
BUY
$78.66 - $83.59 $7.72 Million - $8.2 Million
98,154 Added 2.54%
3,966,679 $322 Million
Q1 2024

May 06, 2024
BUY
$75.37 - $84.09 $7.78 Million - $8.68 Million
103,249 Added 2.74%
3,868,525 $325 Million
Q4 2023

Feb 07, 2024
SELL
$64.84 - $78.27 $2.11 Million - $2.55 Million
-32,588 Reduced 0.86%
3,765,276 $293 Million
Q3 2023

Nov 13, 2023
BUY
$68.54 - $75.91 $260 Million - $288 Million
3,797,864 New
3,797,864 $263 Million

Others Institutions Holding IWR

# of Institutions
1,644
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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