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

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 12,700 shares of IVW stock, worth $1.29 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
12,700
Previous 36,416 65.13%
Holding current value
$1.29 Million
Previous $3.7 Billion 68.11%
% of portfolio
0.66%
Previous 1.99%

Shares

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

Apr 18, 2025
SELL
$92.45 - $106.69 $2.19 Million - $2.53 Million
-23,716 Reduced 65.13%
12,700 $1.18 Billion
Q4 2024

Feb 13, 2025
BUY
$94.43 - $105.47 $1.11 Million - $1.24 Million
11,775 Added 47.79%
36,416 $3.7 Billion
Q3 2024

Nov 12, 2024
BUY
$84.77 - $97.13 $2.09 Million - $2.39 Million
24,641 New
24,641 $2.36 Billion
Q2 2024

Nov 14, 2024
SELL
$79.31 - $93.31 $66,461 - $78,193
-838 Reduced 3.4%
23,803 $2.2 Billion

Others Institutions Holding IVW

# of Institutions
2,025
Shares Held
426M
Call Options Held
203K
Put Options Held
136K
View Full List

About ISHARES S&P 500 GROWTH ETF

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