Optivise Advisory Services LLC Ishares Russell 2000 ETF Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 3,482 shares of IWM stock, worth $791,145. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,482
Previous 2,465 41.26%
Holding current value
$791,145
Previous $544 Million 41.3%
% of portfolio
0.41%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$216.13 - $242.4 $219,804 - $246,520
1,017 Added 41.26%
3,482 $769 Million
Q3 2024

Nov 12, 2024
BUY
$200.87 - $224.6 $495,144 - $553,639
2,465 New
2,465 $544 Million
Q2 2024

Nov 14, 2024
BUY
$192.84 - $209.44 $121,489 - $131,947
630 Added 25.56%
3,095 $628 Million

Others Institutions Holding IWM

# of Institutions
2,923
Shares Held
308M
Call Options Held
193M
Put Options Held
451M
View Full List

About ISHARES RUSSELL 2000 ETF

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