Optivise Advisory Services LLC Ishares Tr Russell 200 Growth Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Optivise Advisory Services LLC holds 8,442 shares of IWY stock, worth $2.04 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
8,442
Previous 9,016 6.37%
Holding current value
$2.04 Million
Previous $1.98 Billion 0.11%
% of portfolio
1.07%
Previous 1.04%

Shares

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

Feb 13, 2025
SELL
$216.72 - $244.71 $124,397 - $140,463
-574 Reduced 6.37%
8,442 $1.99 Billion
Q3 2024

Nov 12, 2024
BUY
$194.66 - $225.97 $1.76 Million - $2.04 Million
9,016 New
9,016 $1.98 Billion
Q2 2024

Nov 14, 2024
BUY
$183.56 - $216.15 $1.48 Million - $1.74 Million
8,057 Added 89.36%
17,073 $3.66 Billion

Others Institutions Holding IWY

# of Institutions
606
Shares Held
57.7M
Call Options Held
3.4K
Put Options Held
2.2K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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