Envestnet Asset Management »

iShares S&P Global Financials Sect. shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of iShares S&P Global Financials Sect. (IXG) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in iShares S&P Global Financials Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Financials Sect. held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Financials Sect. by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 21k 86.64
2023-09-30 $1.8M 25k 70.44
2023-06-30 $944k 13k 71.54
2023-03-31 $970k 14k 69.01
2022-12-31 $1.8M 26k 70.28
2022-09-30 $12M 199k 61.31
2022-06-30 $12M 188k 65.74
2022-03-31 $16M 196k 79.45
2021-12-31 $623M 7.8M 80.06
2021-09-30 $782M 10M 78.45
2021-06-30 $880M 11M 77.61
2021-03-31 $788k 11k 73.40
2020-12-31 $679k 10k 65.08
2020-09-30 $597k 11k 53.02
2020-06-30 $629k 12k 52.18
2020-03-31 $497k 11k 47.19
2019-12-31 $626k 9.1k 68.69
2019-09-30 $674k 11k 64.03
2019-06-30 $871k 14k 64.07
2019-03-31 $1.1M 19k 61.48
2018-12-31 $738k 13k 56.87
2018-06-30 $23k 363 63.36
2018-03-31 $1.0M 15k 68.38
2017-12-31 $2.0M 29k 69.96
2017-09-30 $2.0M 30k 66.72
2017-06-30 $3.0M 47k 63.14
2017-03-31 $2.6M 43k 60.89
2016-12-31 $2.5M 43k 57.77
2016-09-30 $269k 5.3k 51.00
2016-06-30 $188k 3.9k 47.68
2015-09-30 $99k 1.9k 51.24
2015-06-30 $635k 11k 57.28
2015-03-31 $2.1M 36k 56.96
2014-12-31 $8.4M 149k 56.46
2014-09-30 $6.3M 111k 56.25
2013-12-31 $12k 221 54.30

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding iShares S&P Global Financials Sect.

Morgan Stanley
Phoenix Holdings
Bank of America Corporation
Jane Street
Leo Wealth
Salomon & Ludwin
Richard Bernstein Advisors
Ayalon Holdings
Money Design
Arete Wealth Advisors
LPL Financial
Citadel Advisors
M^T Bank Corporation
Bank Of Montreal
Advisor Group Holdings

View all funds holding iShares S&P Global Financials Sect.