Optivise Advisory Services LLC Ishares Tr Russell 200 ETF Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 11,158 shares of IWL stock, worth $1.82 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
11,158
Previous 11,352 1.71%
Holding current value
$1.82 Million
Previous $1.56 Billion 9.53%
% of portfolio
0.87%
Previous 0.88%

Shares

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

Aug 05, 2025
SELL
$122.36 - $153.12 $23,737 - $29,705
-194 Reduced 1.71%
11,158 $1.71 Billion
Q3 2024

Nov 12, 2024
BUY
$126.32 - $140.44 $1.43 Million - $1.59 Million
11,352 New
11,352 $1.59 Billion

Others Institutions Holding IWL

# of Institutions
217
Shares Held
8.41M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

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