Envestnet Portfolio Solutions, Inc. Ishares Iboxx $ Investment Gra Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 396,506 shares of LQD stock, worth $43.7 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

396,506

Previous 328,023 20.88%

Holding current value

$43.7 Million

Previous $36 Million 22.93%

% of portfolio

0.19%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$107.66 - $112.36 $7.37 Million - $7.69 Million	68,483 Added 20.88%	396,506 $44.2 Million
Q2 2025 Jul 25, 2025	SELL	$105.23 - $109.61 $5.03 Million - $5.24 Million	-47,776 Reduced 12.71%	328,023 $36 Million
Q1 2025 Apr 21, 2025	SELL	$105.1 - $109.61 $8.58 Million - $8.95 Million	-81,657 Reduced 17.85%	375,799 $40.8 Million
Q4 2024 Feb 10, 2025	BUY	$106.56 - $113.11 $5.36 Million - $5.69 Million	50,306 Added 12.36%	457,456 $48.9 Million
Q3 2024 Oct 31, 2024	SELL	$106.11 - $113.72 $1.11 Million - $1.19 Million	-10,467 Reduced 2.51%	407,150 $46 Million

Q2 2024 Jul 16, 2024	SELL	$104.54 - $108.46 $26.1 Million - $27 Million	-249,295 Reduced 37.38%	417,617 $44.7 Million
Q1 2024 May 06, 2024	SELL	$106.98 - $110.63 $74.9 Million - $77.4 Million	-700,050 Reduced 51.21%	666,912 $72.6 Million
Q4 2023 Feb 07, 2024	BUY	$98.28 - $111.36 $31.4 Million - $35.6 Million	319,522 Added 30.51%	1,366,962 $151 Million
Q3 2023 Nov 13, 2023	BUY	$102.02 - $108.51 $107 Million - $114 Million	1,047,440 New	1,047,440 $107 Million

Others Institutions Holding LQD

# of Institutions

1,278

Shares Held

280M

Call Options Held

32.1M

Put Options Held

61.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Envestnet Portfolio Solutions, Inc. Ishares Iboxx $ Investment Gra Transaction History