Optivise Advisory Services LLC Ishares Core S&P Total U.S. St Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Optivise Advisory Services LLC holds 12,386 shares of ITOT stock, worth $1.61 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
12,386
Previous 12,478 0.74%
Holding current value
$1.61 Million
Previous $1.6 Billion 5.84%
% of portfolio
0.85%
Previous 0.86%

Shares

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

Apr 18, 2025
SELL
$120.29 - $134.6 $11,066 - $12,383
-92 Reduced 0.74%
12,386 $1.51 Billion
Q4 2024

Feb 13, 2025
SELL
$124.26 - $134.12 $9,816 - $10,595
-79 Reduced 0.63%
12,478 $1.6 Billion
Q3 2024

Nov 12, 2024
BUY
$113.41 - $125.62 $1.42 Million - $1.58 Million
12,557 New
12,557 $1.58 Billion
Q2 2024

Nov 14, 2024
SELL
$108.78 - $119.23 $15,011 - $16,453
-138 Reduced 1.1%
12,419 $1.48 Billion

Others Institutions Holding ITOT

# of Institutions
1,577
Shares Held
320M
Call Options Held
67.9K
Put Options Held
29K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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