Envestnet Portfolio Solutions, Inc. Ishares Global Healthcare ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$82.3 - $90.02 $21,480 - $23,495	261 Added 11.51%	2,528 $217,000
Q1 2025 Apr 21, 2025	SELL	$86.01 - $94.19 $256,739 - $281,157	-2,985 Reduced 56.84%	2,267 $206,000
Q4 2024 Feb 10, 2025	SELL	$85.65 - $98.34 $19,528 - $22,421	-228 Reduced 4.16%	5,252 $451,000
Q3 2024 Oct 31, 2024	BUY	$91.63 - $101.25 $69,089 - $76,342	754 Added 15.95%	5,480 $537,000
Q2 2024 Jul 16, 2024	SELL	$87.41 - $94.12 $10,489 - $11,294	-120 Reduced 2.48%	4,726 $438,000

Q1 2024 May 06, 2024	SELL	$87.55 - $93.2 $10,506 - $11,184	-120 Reduced 2.42%	4,846 $451,000
Q4 2023 Feb 07, 2024	BUY	$78.24 - $86.72 $30,513 - $33,820	390 Added 8.52%	4,966 $430,000
Q3 2023 Nov 13, 2023	BUY	$82.27 - $86.96 $376,467 - $397,928	4,576 New	4,576 $377,000

Others Institutions Holding IXJ

# of Institutions

296

Shares Held

33.7M

Call Options Held

4K

Put Options Held

0

Black Rock Inc. New York, NY

14.7M
Shares

$1.4 Billion
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

7.44M
Shares

$711 Million
0.24% of portfolio
Bank Of America Corp Charlotte, NC

2.4M
Shares

$229 Million
0.01% of portfolio
Richard Bernstein Advisors LLC

1.31M
Shares

$125 Million
3.34% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$115 Million
1.34% of portfolio

About ISHARES GLOBAL HEALTHCARE ETF

Ticker IXJ
Sector ETFs
Industry Closed-End Fund - Equity

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