A detailed history of Optivise Advisory Services LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Optivise Advisory Services LLC holds 13,034 shares of IYC stock, worth $1.24 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
13,034
Holding current value
$1.24 Million
% of portfolio
0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$76.12 - $88.31 $992,148 - $1.15 Million
13,034 New
13,034 $1.15 Billion
Q2 2024

Nov 14, 2024

SELL
$76.27 - $81.91 $18,304 - $19,658
-240 Reduced 1.84%
12,794 $1.04 Billion

Others Institutions Holding IYC

About ISHARES U.S. CONSUMER DISCRETI


  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.