Optivise Advisory Services LLC Ishares Tr Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,247 shares of DVY stock, worth $818,919. This represents 0.47% of its overall portfolio holdings.

Number of Shares
6,247
Previous 7,543 17.18%
Holding current value
$818,919
Previous $990 Million 15.29%
% of portfolio
0.47%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
$128.58 - $138.1 $166,639 - $178,977
-1,296 Reduced 17.18%
6,247 $839 Million
Q4 2024

Feb 13, 2025
SELL
$129.55 - $143.41 $3,627 - $4,015
-28 Reduced 0.37%
7,543 $990 Million
Q3 2024

Nov 12, 2024
BUY
$119.99 - $135.74 $908,444 - $1.03 Million
7,571 New
7,571 $1.02 Billion

Others Institutions Holding DVY

# of Institutions
1,453
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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