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IBDYIBDY
11 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES TR

ENVESTNET ASSET MANAGEMENT INC holds 128,608 shares of IBDY (ISHARES TR), worth $3.3M as of 2026-Q2. The position was decreased (-4.1% shares). IBDY represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$3.3M

Current Shares

128,608

Total Value Change

+$1.5M

Total Shares Change

+60,387

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
128,608
-4.1%
$3.3M0.0%$25.64
0
2026-Q1
Increased
134,074
+85.0%
$3.5M0.0%$25.43
41
2025-Q4
Decreased
72,457
-39.3%
$1.9M0.0%$25.52
0
2025-Q3
Decreased
119,317
-23.5%
$3.1M0.0%$25.20
0
2025-Q2
Increased
155,955
+5.8%
$4M0.0%$24.58
28
2025-Q1
Increased
147,341
+18.7%
$3.8M0.0%$23.95
31
2024-Q4
Increased
124,171
+22.2%
$3.1M0.0%$23.32
32
2024-Q3
Increased
101,601
+21.0%
$2.7M0.0%$24.13
31
2024-Q2
Increased
83,955
+21.8%
$2.1M0.0%$22.75
31
2024-Q1
Increased
68,908
+1.0%
$1.8M0.0%$22.72
26
2023-Q4
New
68,221
-
$1.8M0.0%$22.86
36

Other major holders of IBDY: Aptus Capital Advisors, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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