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IBMSIBMS
8 quarters

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

ENVESTNET ASSET MANAGEMENT INC holds 252,630 shares of IBMS (ISHARES TR), worth $6.5M as of 2026-Q2. The position was increased (+51.2% shares). IBMS represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$6.5M

Current Shares

252,630

Total Value Change

+$5.7M

Total Shares Change

+219,735

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
252,630
+51.2%
$6.5M0.0%$25.76
38
2026-Q1
New
167,096
-
$4.3M0.0%$25.57
37
2025-Q4
Exited
0
-100.0%
$00.0%$25.69
0
2025-Q3
Decreased
31,202
-94.7%
$813,7370.0%$25.50
0
2025-Q2
Increased
592,501
+4774.1%
$15.2M0.0%$24.92
45
2025-Q1
Decreased
12,156
-84.2%
$308,7680.0%$24.52
0
2024-Q4
Increased
76,724
+133.2%
$1.9M0.0%$24.38
42
2024-Q3
New
32,895
-
$850,8290.0%$24.68
34

Other major holders of IBMS: MERCER GLOBAL ADVISORS INC /ADV, HighTower Advisors, LLC

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