Optivise Advisory Services LLC Ishares Core S&P Sm Cap ETF Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
A detailed history of Optivise Advisory Services LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,349 shares of IJR stock, worth $784,101. This represents 0.39% of its overall portfolio holdings.
Number of Shares
6,349Holding current value
$784,101% of portfolio
0.39%Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,558Shares Held
500MCall Options Held
959KPut Options Held
646K-
Northwestern Mutual Wealth Management CO36.3MShares$4.49 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.83 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.31 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.19 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.99 Billion0.44% of portfolio