Envestnet Portfolio Solutions, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 2,811 shares of SUSA stock, worth $385,978. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,811

Previous 2,827 0.57%

Holding current value

$385,978

Previous $358,000 6.42%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$126.64 - $135.65 $2,026 - $2,170	-16 Reduced 0.57%	2,811 $381,000
Q2 2025 Jul 25, 2025	SELL	$101.97 - $126.75 $32,120 - $39,926	-315 Reduced 10.03%	2,827 $358,000
Q1 2025 Apr 21, 2025	SELL	$113.22 - $126.36 $35,211 - $39,297	-311 Reduced 9.01%	3,142 $360,000
Q4 2024 Feb 10, 2025	SELL	$118.0 - $127.04 $15,812 - $17,023	-134 Reduced 3.74%	3,453 $419,000
Q2 2024 Jul 16, 2024	SELL	$102.41 - $112.98 $22,222 - $24,516	-217 Reduced 5.7%	3,587 $403,000

Q1 2024 May 06, 2024	BUY	$98.48 - $109.17 $8,863 - $9,825	90 Added 2.42%	3,804 $415,000
Q4 2023 Feb 07, 2024	SELL	$85.36 - $100.86 $50,618 - $59,809	-593 Reduced 13.77%	3,714 $373,000
Q3 2023 Nov 13, 2023	BUY	$89.49 - $97.11 $385,433 - $418,252	4,307 New	4,307 $387,000

Others Institutions Holding SUSA

# of Institutions

568

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Envestnet Portfolio Solutions, Inc. Ishares Tr Msci Usa Esg Select Transaction History