Optivise Advisory Services LLC Ishares Russell Mid Cap ETF Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 9,940 shares of IWR stock, worth $871,738. This represents 0.47% of its overall portfolio holdings.

Number of Shares
9,940
Previous 9,940 -0.0%
Holding current value
$871,738
Previous $879 Million 3.77%
% of portfolio
0.47%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$79.92 - $88.19 $794,404 - $876,608
9,940 New
9,940 $876 Million
Q2 2024

Nov 14, 2024
BUY
$78.66 - $83.59 $114,450 - $121,623
1,455 Added 14.64%
11,395 $924 Million

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
382M
Call Options Held
151K
Put Options Held
163K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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