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

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 10,158 shares of IVV stock, worth $6.67 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares
10,158
Previous 9,713 4.58%
Holding current value
$6.67 Million
Previous $5.46 Billion 15.57%
% of portfolio
3.22%
Previous 3.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$498.8 - $620.9 $221,966 - $276,300
445 Added 4.58%
10,158 $6.31 Billion
Q1 2025

Apr 18, 2025
BUY
$554.06 - $615.85 $116,906 - $129,944
211 Added 2.22%
9,713 $5.46 Billion
Q4 2024

Feb 13, 2025
SELL
$570.51 - $610.59 $289,248 - $309,569
-507 Reduced 5.07%
9,502 $5.59 Billion
Q3 2024

Nov 12, 2024
BUY
$520.18 - $576.82 $5.21 Million - $5.77 Million
10,009 New
10,009 $5.77 Billion
Q2 2024

Nov 14, 2024
SELL
$497.53 - $549.64 $53,235 - $58,811
-107 Reduced 1.07%
9,902 $5.42 Billion

Others Institutions Holding IVV

# of Institutions
4,036
Shares Held
744M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

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