Envestnet Portfolio Solutions, Inc. Ishares Short Term National Mu Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 9,246 shares of SUB stock, worth $984,791. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,246

Previous 21,819 57.62%

Holding current value

$984,791

Previous $2.32 Million 57.46%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$106.17 - $107.3 $1.33 Million - $1.35 Million	-12,573 Reduced 57.62%	9,246 $987,000
Q2 2025 Jul 25, 2025	SELL	$104.77 - $106.34 $626,105 - $635,487	-5,976 Reduced 21.5%	21,819 $2.32 Million
Q1 2025 Apr 21, 2025	SELL	$105.3 - $106.24 $4.82 Million - $4.87 Million	-45,815 Reduced 62.24%	27,795 $2.94 Million
Q4 2024 Feb 10, 2025	BUY	$104.94 - $106.2 $112,180 - $113,527	1,069 Added 1.47%	73,610 $7.76 Million
Q3 2024 Oct 31, 2024	SELL	$104.3 - $106.3 $292,874 - $298,490	-2,808 Reduced 3.73%	72,541 $7.7 Million

Q2 2024 Jul 16, 2024	BUY	$104.04 - $104.8 $1.11 Million - $1.12 Million	10,649 Added 16.46%	75,349 $7.88 Million
Q1 2024 May 06, 2024	BUY	$104.73 - $105.42 $225,797 - $227,285	2,156 Added 3.45%	64,700 $6.78 Million
Q4 2023 Feb 07, 2024	SELL	$102.62 - $105.46 $19.9 Million - $20.4 Million	-193,437 Reduced 75.57%	62,544 $6.59 Million
Q3 2023 Nov 13, 2023	BUY	$102.82 - $104.26 $26.3 Million - $26.7 Million	255,981 New	255,981 $26.3 Million

Others Institutions Holding SUB

# of Institutions

949

Shares Held

75.7M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Envestnet Portfolio Solutions, Inc. Ishares Short Term National Mu Transaction History