Optivise Advisory Services LLC Ishares Tr Russell 1000 ETF Transaction History

Optivise Advisory Services LLC

$196 Billion
Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 7,971 shares of IWB stock, worth $2.79 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

7,971

Previous 6,199 28.59%

Holding current value

$2.79 Million

Previous $1.9 Billion 42.35%

% of portfolio

1.38%

Previous 1.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$272.36 - $339.57 $482,621 - $601,718	1,772 Added 28.59%	7,971 $2.71 Billion
Q1 2025 Apr 18, 2025	SELL	$302.31 - $337.54 $901,790 - $1.01 Million	-2,983 Reduced 32.49%	6,199 $1.9 Billion
Q4 2024 Feb 13, 2025	BUY	$311.11 - $335.64 $1.02 Million - $1.11 Million	3,294 Added 55.94%	9,182 $2.96 Billion
Q3 2024 Nov 12, 2024	BUY	$283.28 - $314.39 $1.67 Million - $1.85 Million	5,888 New	5,888 $1.85 Billion
Q2 2024 Nov 14, 2024	SELL	$272.21 - $298.72 $272 - $298	-1 Reduced 0.02%	5,887 $1.75 Billion

Others Institutions Holding IWB

# of Institutions

1,553

Shares Held

97.6M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Optivise Advisory Services LLC Ishares Tr Russell 1000 ETF Transaction History