Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 36,485 shares of DVY stock, worth $4.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
36,485
Previous 40,431 9.76%
Holding current value
$4.9 Million
Previous $4.98 Million 11.39%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
SELL
$115.73 - $125.75 $456,670 - $496,209
-3,946 Reduced 9.76%
36,485 $4.41 Million
Q1 2024

May 06, 2024
BUY
$113.31 - $123.18 $2.15 Million - $2.34 Million
18,977 Added 88.45%
40,431 $4.98 Million
Q4 2023

Feb 07, 2024
BUY
$102.97 - $119.06 $787,617 - $910,689
7,649 Added 55.41%
21,454 $2.51 Million
Q3 2023

Nov 13, 2023
BUY
$107.44 - $118.16 $1.48 Million - $1.63 Million
13,805 New
13,805 $1.49 Million

Others Institutions Holding DVY

# of Institutions
1,334
Shares Held
69.2M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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