Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR
Envestnet Portfolio Solutions, Inc. holds 3.1M shares of AGG (ISHARES TR), worth $303.5M as of 2026-Q1. The position was decreased (-60.6% shares). AGG represents 1.7% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$303.5M
Current Shares
3.1M
Total Value Change
-$1.2B
Total Shares Change
-12.7M
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 3.1M |
-60.6% |
| $303.5M |
| 1.7% |
| $100.57 |
0 |
| 2025-Q4 | Increased | 7.8M | +4.0% | $775.8M | 2.7% | $99.80 | 57 |
| 2025-Q3 | Decreased | 7.5M | -60.6% | $749M | 2.8% | $98.64 | 0 |
| 2025-Q2 | Increased | 19M | +12.4% | $1.9B | 6.9% | $96.25 | 70 |
| 2025-Q1 | Increased | 16.9M | +1.1% | $1.7B | 6.4% | $95.24 | 63 |
| 2024-Q4 | Decreased | 16.7M | -11.5% | $1.6B | 5.3% | $92.99 | 0 |
| 2024-Q3 | Increased | 18.8M | +19.7% | $1.9B | 6.2% | $96.07 | 73 |
| 2024-Q2 | Decreased | 15.7M | -8.6% | $1.5B | 5.3% | $91.03 | 0 |