A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 15,019 shares of MBB stock, worth $1.38 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
15,019
Holding current value
$1.38 Million
% of portfolio
0.76%

Shares

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

Nov 12, 2024

BUY
$90.85 - $96.66 $1.36 Million - $1.45 Million
15,019 New
15,019 $1.44 Billion
Q2 2024

Nov 14, 2024

BUY
$89.41 - $92.64 $27,538 - $28,533
308 Added 2.05%
15,327 $1.41 Billion

Others Institutions Holding MBB

About ISHARES TR


  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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.