Optivise Advisory Services LLC Ishares Russell Mid Cap ETF Transaction History

Optivise Advisory Services LLC

  • $190 Billion
  • Q3 2024

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 $921,040. This represents 0.46% of its overall portfolio holdings.

Number of Shares
9,940
Holding current value
$921,040
% of portfolio
0.46%

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
1,393
Shares Held
341M
Call Options Held
131K
Put Options Held
21.9K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email