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Ishares Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $911k 28k 32.20
2024-06-30 $844k 29k 29.20
2024-03-31 $1.1M 36k 30.62
2023-09-30 $988k 37k 26.40
2023-06-30 $990k 37k 26.69
2023-03-31 $950k 36k 26.61
2022-12-31 $703k 25k 28.14
2022-09-30 $564k 22k 25.67
2022-06-30 $784k 29k 26.70
2022-03-31 $741k 24k 30.70
2021-09-30 $313k 10k 29.97
2021-06-30 $331k 11k 30.73
2021-03-31 $298k 9.7k 30.62