Envestnet Asset Management Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024

A detailed history of Envestnet Asset Management Inc transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Envestnet Asset Management Inc holds 9,947 shares of EFIV stock, worth $578,616. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,947
Previous 9,587 3.76%
Holding current value
$578,616
Previous $509,000 8.84%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$50.43 - $55.76 $18,154 - $20,073
360 Added 3.76%
9,947 $554,000
Q2 2024

Aug 08, 2024
BUY
$47.87 - $53.62 $2,489 - $2,788
52 Added 0.55%
9,587 $509,000
Q1 2024

May 13, 2024
BUY
$45.34 - $50.65 $634 - $709
14 Added 0.15%
9,535 $482,000
Q4 2023

Feb 13, 2024
SELL
$40.0 - $46.3 $245,040 - $283,633
-6,126 Reduced 39.15%
9,521 $439,000
Q3 2023

Nov 13, 2023
SELL
$41.29 - $44.55 $27,457 - $29,625
-665 Reduced 4.08%
15,647 $649,000
Q2 2023

Aug 04, 2023
BUY
$39.12 - $43.05 $9,819 - $10,805
251 Added 1.56%
16,312 $702,000
Q1 2023

May 11, 2023
BUY
$36.26 - $39.92 $19,435 - $21,397
536 Added 3.45%
16,061 $633,000
Q4 2022

Feb 07, 2023
SELL
$34.22 - $39.09 $107,040 - $122,273
-3,128 Reduced 16.77%
15,525 $569,000
Q3 2022

Nov 10, 2022
BUY
$34.04 - $41.19 $146,167 - $176,869
4,294 Added 29.9%
18,653 $635,000
Q2 2022

Aug 03, 2022
BUY
$35.19 - $43.89 $10,592 - $13,210
301 Added 2.14%
14,359 $520,000
Q1 2022

May 04, 2022
BUY
$39.96 - $45.62 $294,465 - $336,173
7,369 Added 110.17%
14,058 $610,000
Q4 2021

Feb 04, 2022
BUY
$40.27 - $45.59 $269,366 - $304,951
6,689 New
6,689 $303,000

Others Institutions Holding EFIV

# of Institutions
115
Shares Held
4.9M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR S&P 500 ESG E

EFIV Quotes by TradingView
  • Ticker EFIV
  • Sector Technology
More about EFIV
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