Envestnet Portfolio Solutions, Inc. IVV Holdings History
Envestnet Portfolio Solutions, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 3.99 Mil shares of iShares Core S&P 500 ETF(IVV), totaling $2.24 Bil. This investment constitutes 8.59% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 0.39% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q3. And since then Envestnet Portfolio Solutions, Inc. has made 2 purchases of IVV, at an average price of $447.83, for a total of 5.85 Mil shares. In addition, there have been 4 sales at an average price of $541.18 for 1.85 Mil shares. Based on historical transaction data and IVV's current price of $623.83, Envestnet Portfolio Solutions, Inc.'s estimated gain on his IVV holdings is $876.13 Mil, reflecting a 33.45% gain to date.
Envestnet Portfolio Solutions, Inc. IVV ($623.83) Holding Chart
Envestnet Portfolio Solutions, Inc. IVV ($623.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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