Optivise Advisory Services LLC Ishares Tr Russell 200 Growth Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 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 9,016 shares of IWY stock, worth $2.13 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
9,016Holding current value
$2.13 Million% of portfolio
1.04%Shares
2 transactions
Others Institutions Holding IWY
# of Institutions
529Shares Held
49.9MCall Options Held
12.3KPut Options Held
5.1K-
Tiaa Trust, National Association Charlotte, NC6.55MShares$1.55 Billion4.33% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.41 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.24MShares$1.24 Billion4.13% of portfolio
-
First Citizens Bank & Trust CO5.01MShares$1.18 Billion16.88% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.06MShares$486 Million0.12% of portfolio