Envestnet Portfolio Solutions, Inc. Ishares Tr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 7,019 shares of SHV stock, worth $774,125. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,019
Previous 8,570 18.1%
Holding current value
$774,125
Previous $946,000 18.08%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$110.06 - $110.49 $170,703 - $171,369
-1,551 Reduced 18.1%
7,019 $775,000
Q2 2025

Jul 25, 2025
SELL
$110.06 - $110.46 $1.51 Million - $1.52 Million
-13,738 Reduced 61.58%
8,570 $946,000
Q1 2025

Apr 21, 2025
BUY
$110.11 - $110.51 $229,909 - $230,744
2,088 Added 10.33%
22,308 $2.46 Million
Q4 2024

Feb 10, 2025
BUY
$109.92 - $110.57 $806,043 - $810,809
7,333 Added 56.9%
20,220 $2.23 Million
Q3 2024

Oct 31, 2024
SELL
$110.05 - $110.63 $1.18 Million - $1.18 Million
-10,699 Reduced 45.36%
12,887 $1.43 Million
Q2 2024

Jul 16, 2024
BUY
$110.04 - $110.51 $103,987 - $104,431
945 Added 4.17%
23,586 $2.61 Million
Q1 2024

May 06, 2024
BUY
$110.11 - $110.57 $72,782 - $73,086
661 Added 3.01%
22,641 $2.5 Million
Q4 2023

Feb 07, 2024
SELL
$109.86 - $110.59 $219,280 - $220,737
-1,996 Reduced 8.32%
21,980 $2.42 Million
Q3 2023

Nov 13, 2023
BUY
$109.99 - $110.5 $2.64 Million - $2.65 Million
23,976 New
23,976 $2.65 Million

Others Institutions Holding SHV

# of Institutions
781
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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