Optivise Advisory Services LLC Ishares Dj Us Tech ETF Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 5,228 shares of IYW stock, worth $1.01 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
5,228
Previous 5,395 3.1%
Holding current value
$1.01 Million
Previous $758 Million 19.56%
% of portfolio
0.46%
Previous 0.43%

Shares

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

Aug 05, 2025
SELL
$122.57 - $173.27 $20,469 - $28,936
-167 Reduced 3.1%
5,228 $906 Million
Q1 2025

Apr 18, 2025
SELL
$140.44 - $166.79 $107,857 - $128,094
-768 Reduced 12.46%
5,395 $758 Million
Q4 2024

Feb 13, 2025
BUY
$148.14 - $166.23 $3,259 - $3,657
22 Added 0.36%
6,163 $983 Million
Q3 2024

Nov 12, 2024
BUY
$133.16 - $158.73 $817,735 - $974,760
6,141 New
6,141 $931 Million
Q2 2024

Nov 14, 2024
BUY
$124.75 - $153.46 $4,116 - $5,064
33 Added 0.54%
6,174 $929 Million

Others Institutions Holding IYW

# of Institutions
1,316
Shares Held
88.8M
Call Options Held
281K
Put Options Held
235K
View Full List

About ISHARES DJ US TECH ETF

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