Envestnet Portfolio Solutions »

Ishares Tr shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Envestnet Portfolio Solutions 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 Tr by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $231k 9.9k 23.41
2024-06-30 $251k 11k 22.91

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Ishares Tr

Bank of America Corporation
Morgan Stanley
Cambridge Investment Research Advisors
Private Advisor
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Ashton Thomas Private Wealth
Ruggaard & Associates
Baltimore-Washington Financial Advisors
LBMC Investment Advisors
Commonwealth Financial Services
LPL Financial
Mid-American Wealth Advisory Group
Raymond James Financial
Cowa

View all funds holding Ishares Tr