Optivise Advisory Services LLC Ishares Russell 3000 ETF Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 3,047 shares of IWV stock, worth $1.13 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
3,047
Previous 3,138 2.9%
Holding current value
$1.13 Million
Previous $997 Million 7.3%
% of portfolio
0.55%
Previous 0.56%

Shares

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

Aug 05, 2025
SELL
$281.67 - $351.0 $25,631 - $31,941
-91 Reduced 2.9%
3,047 $1.07 Billion
Q3 2024

Nov 12, 2024
BUY
$294.75 - $326.73 $924,925 - $1.03 Million
3,138 New
3,138 $1.03 Billion

Others Institutions Holding IWV

# of Institutions
928
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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