Envestnet Portfolio Solutions, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 64,341 shares of IEI stock, worth $7.57 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

64,341

Previous 78,515 18.05%

Holding current value

$7.57 Million

Previous $9.39 Million 20.84%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$115.08 - $119.55 $1.63 Million - $1.69 Million	-14,174 Reduced 18.05%	64,341 $7.43 Million
Q3 2024 Oct 31, 2024	SELL	$114.73 - $120.23 $493,453 - $517,109	-4,301 Reduced 5.19%	78,515 $9.39 Million
Q2 2024 Jul 16, 2024	SELL	$113.43 - $115.88 $243,874 - $249,142	-2,150 Reduced 2.53%	82,816 $9.56 Million
Q1 2024 May 06, 2024	SELL	$114.97 - $117.54 $3.84 Million - $3.93 Million	-33,436 Reduced 28.24%	84,966 $9.84 Million
Q4 2023 Feb 07, 2024	SELL	$111.61 - $117.37 $2 Million - $2.1 Million	-17,889 Reduced 13.13%	118,402 $13.9 Million
Q3 2023 Nov 13, 2023	BUY	$112.76 - $116.14 $15.4 Million - $15.8 Million	136,291 New	136,291 $15.4 Million

Others Institutions Holding IEI

# of Institutions

799

Shares Held

103M

Call Options Held

1.17M

Put Options Held

529K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Ishares Barclays 3 7 Yr Treas Transaction History