Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 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 15,636,699 shares of IEFA stock, worth $1.18 Billion. This represents 3.95% of its overall portfolio holdings.

Number of Shares

15,636,699

Previous 14,284,425 9.47%

Holding current value

$1.18 Billion

Previous $1.11 Billion 1.43%

% of portfolio

3.95%

Previous 3.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$70.06 - $77.43 $94.7 Million - $105 Million	1,352,274 Added 9.47%	15,636,699 $1.1 Billion
Q3 2024 Oct 31, 2024	BUY	$70.09 - $78.74 $91.1 Million - $102 Million	1,299,339 Added 10.01%	14,284,425 $1.11 Billion
Q2 2024 Jul 16, 2024	BUY	$70.77 - $76.19 $15.2 Million - $16.4 Million	215,437 Added 1.69%	12,985,086 $943 Million
Q1 2024 May 06, 2024	BUY	$68.14 - $74.43 $27.4 Million - $30 Million	402,792 Added 3.26%	12,769,649 $948 Million
Q4 2023 Feb 07, 2024	BUY	$61.3 - $70.47 $24.6 Million - $28.3 Million	401,049 Added 3.35%	12,366,857 $870 Million
Q3 2023 Nov 13, 2023	BUY	$64.04 - $69.58 $766 Million - $833 Million	11,965,808 New	11,965,808 $770 Million

Others Institutions Holding IEFA

# of Institutions

2,159

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History