A detailed history of Optivise Advisory Services LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Optivise Advisory Services LLC holds 4,362 shares of ILCB stock, worth $364,750. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,362
Holding current value
$364,750
% of portfolio
0.18%

Shares

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

Nov 12, 2024

BUY
$71.38 - $79.23 $311,359 - $345,601
4,362 New
4,362 $346 Million
Q2 2024

Nov 14, 2024

SELL
$68.51 - $75.47 $1,507 - $1,660
-22 Reduced 0.5%
4,340 $326 Million

Others Institutions Holding ILCB

About ISHARES MORNINGSTAR U.S. EQUIT


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