Optivise Advisory Services LLC Ishares S&P 500 Value ETF Transaction History

Optivise Advisory Services LLC

$168 Billion
Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,604 shares of IVE stock, worth $328,162. This represents 0.2% of its overall portfolio holdings.

Number of Shares

1,604

Previous 1,648 2.67%

Holding current value

$328,162

Previous $322 Million 2.9%

% of portfolio

0.2%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$194.44 - $206.51 $8,555 - $9,086	-44 Reduced 2.67%	1,604 $331 Million
Q2 2025 Aug 05, 2025	BUY	$168.34 - $195.42 $1,178 - $1,367	7 Added 0.43%	1,648 $322 Million
Q1 2025 Apr 18, 2025	BUY	$185.78 - $198.58 $1,114 - $1,191	6 Added 0.37%	1,641 $313 Million
Q4 2024 Feb 13, 2025	SELL	$189.5 - $206.17 $3,032 - $3,298	-16 Reduced 0.97%	1,635 $312 Million
Q3 2024 Nov 12, 2024	BUY	$181.06 - $197.17 $298,930 - $325,527	1,651 New	1,651 $326 Million
Q2 2024 Nov 14, 2024	SELL	$176.58 - $186.7 $6,003 - $6,347	-34 Reduced 2.06%	1,617 $294 Million

Others Institutions Holding IVE

# of Institutions

1,711

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Optivise Advisory Services LLC Ishares S&P 500 Value ETF Transaction History