Optivise Advisory Services LLC Ishares Tr Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 14,561 shares of MBB stock, worth $1.35 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
14,561
Previous 15,019 3.05%
Holding current value
$1.35 Million
Previous $1.44 Billion 7.23%
% of portfolio
0.72%
Previous 0.76%

Shares

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

Feb 13, 2025
SELL
$91.26 - $95.82 $41,797 - $43,885
-458 Reduced 3.05%
14,561 $1.33 Billion
Q3 2024

Nov 12, 2024
BUY
$90.85 - $96.66 $1.36 Million - $1.45 Million
15,019 New
15,019 $1.44 Billion
Q2 2024

Nov 14, 2024
BUY
$89.41 - $92.64 $27,538 - $28,533
308 Added 2.05%
15,327 $1.41 Billion

Others Institutions Holding MBB

# of Institutions
990
Shares Held
362M
Call Options Held
180K
Put Options Held
30.3K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email