Envestnet Portfolio Solutions, Inc. Ishares Russell 3000 ETF Transaction History

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 9,456 shares of IWV stock, worth $2.99 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,456
Previous 7,172 31.85%
Holding current value
$2.99 Million
Previous $2.34 Million 34.87%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$323.08 - $349.08 $737,914 - $797,298
2,284 Added 31.85%
9,456 $3.16 Million
Q3 2024

Oct 31, 2024
BUY
$294.75 - $326.73 $652,871 - $723,706
2,215 Added 44.68%
7,172 $2.34 Million
Q2 2024

Jul 16, 2024
SELL
$283.16 - $309.9 $79,567 - $87,081
-281 Reduced 5.36%
4,957 $1.53 Million
Q1 2024

May 06, 2024
SELL
$268.36 - $300.08 $68,431 - $76,520
-255 Reduced 4.64%
5,238 $1.57 Million
Q4 2023

Feb 07, 2024
BUY
$234.36 - $274.87 $594,336 - $697,070
2,536 Added 85.76%
5,493 $1.5 Million
Q3 2023

Nov 13, 2023
BUY
$243.9 - $263.56 $721,212 - $779,346
2,957 New
2,957 $724,000

About ISHARES RUSSELL 3000 ETF

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