Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 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 14,521 shares of IDV stock, worth $409,637. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,521
Previous 14,330 1.33%
Holding current value
$409,637
Previous $396,000 10.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2024
BUY
$27.62 - $30.64 $5,275 - $5,852
191 Added 1.33%
14,521 $438,000
Q2 2024

Jul 16, 2024
BUY
$26.94 - $30.1 $781 - $872
29 Added 0.2%
14,330 $396,000
Q1 2024

May 06, 2024
SELL
$26.95 - $28.13 $72,037 - $75,191
-2,673 Reduced 15.75%
14,301 $401,000
Q4 2023

Feb 07, 2024
BUY
$24.46 - $28.13 $139,593 - $160,537
5,707 Added 50.65%
16,974 $475,000
Q3 2023

Nov 13, 2023
BUY
$25.3 - $27.59 $285,055 - $310,856
11,267 New
11,267 $286,000

Others Institutions Holding IDV

# of Institutions
477
Shares Held
76.9M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email