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IBMRIBMR
Showing 8 of 10 quarters

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

ENVESTNET ASSET MANAGEMENT INC holds 262,751 shares of IBMR (ISHARES TR), worth $6.7M as of 2026-Q2. The position was increased (+48.5% shares). IBMR represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$6.7M

Current Shares

262,751

Total Value Change

-$10.5M

Total Shares Change

-411,817

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
262,751
+48.5%
$6.7M0.0%$25.34
37
2026-Q1
New
176,991
-
$4.5M0.0%$25.14
37
2025-Q4
Exited
0
-100.0%
$00.0%$25.11
0
2025-Q3
Decreased
122,427
-84.3%
$3.1M0.0%$25.00
0
2025-Q2
Increased
782,044
+2.5%
$19.7M0.0%$24.54
29
2025-Q1
Increased
762,631
+4.6%
$19.1M0.0%$24.20
30
2024-Q4
Increased
728,792
+8.0%
$18.2M0.0%$24.04
31
2024-Q3
Increased
674,568
+5.2%
$17.2M0.0%$24.34
30

Other major holders of IBMR: MERCER GLOBAL ADVISORS INC /ADV, BANK OF AMERICA CORP /DE/

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