Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR
Envestnet Portfolio Solutions, Inc. holds 2.5M shares of IAGG (ISHARES TR), worth $123.6M as of 2026-Q1. The position was increased (+5.1% shares). IAGG represents 0.7% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$123.6M
Current Shares
2.5M
Total Value Change
+$123M
Total Shares Change
+2.5M
Other major holders of IAGG: ENVESTNET ASSET MANAGEMENT INC, BlackRock, Inc.
Increased |
| 2.5M |
+5.1% |
| $123.6M |
| 0.7% |
| $50.60 |
45 |
| 2025-Q4 | Increased | 2.4M | +7.1% | $117.6M | 0.4% | $49.97 | 39 |
| 2025-Q3 | Decreased | 2.2M | -0.0% | $112.5M | 0.4% | $49.65 | 0 |
| 2025-Q2 | New | 2.2M | - | $112.2M | 0.4% | $49.44 | 50 |
| 2025-Q1 | Exited | 0 | -100.0% | $0 | 0.0% | $48.39 | 0 |
| 2024-Q4 | Decreased | 5,462 | -47.6% | $272,667 | 0.0% | $48.37 | 0 |
| 2024-Q3 | Decreased | 10,433 | -14.4% | $540,638 | 0.0% | $48.18 | 0 |
| 2024-Q2 | Increased | 12,188 | +25.4% | $608,425 | 0.0% | $46.35 | 30 |