Optivise Advisory Services LLC Ishares Tr Russell 200 Growth Transaction History

Optivise Advisory Services LLC

$168 Billion
Q3 2025

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 3,335 shares of IWY stock, worth $909,554. This represents 0.54% of its overall portfolio holdings.

Number of Shares

3,335

Previous 8,378 60.19%

Holding current value

$909,554

Previous $2.07 Billion 55.8%

% of portfolio

0.54%

Previous 1.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$243.93 - $275.62 $1.23 Million - $1.39 Million	-5,043 Reduced 60.19%	3,335 $913 Million
Q2 2025 Aug 05, 2025	BUY	$187.5 - $246.51 $375 - $493	2 Added 0.02%	8,378 $2.07 Billion
Q1 2025 Apr 18, 2025	SELL	$210.19 - $243.33 $13,872 - $16,059	-66 Reduced 0.78%	8,376 $1.77 Billion
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

622

Shares Held

52.7M

Call Options Held

6.8K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

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Optivise Advisory Services LLC Ishares Tr Russell 200 Growth Transaction History