A detailed history of Optivise Advisory Services LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,451 shares of OEF stock, worth $1.72 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
6,451
Previous 7,801 17.31%
Holding current value
$1.72 Million
Previous $2.37 Billion 9.57%
% of portfolio
1.28%
Previous 1.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

SELL
N/A
-1,350 Reduced 17.31%
6,451 $2.15 Billion
Q2 2025

Aug 05, 2025

BUY
N/A
145 Added 1.89%
7,801 $2.37 Billion
Q1 2025

Apr 18, 2025

BUY
N/A
633 Added 9.01%
7,656 $2.07 Billion
Q4 2024

Feb 13, 2025

BUY
N/A
937 Added 15.4%
7,023 $2.03 Billion
Q3 2024

Nov 12, 2024

BUY
$266.03 - $266.03 $1.62 Million - $1.62 Million
6,086 New
6,086 $1.68 Billion
Q2 2024

Nov 14, 2024

SELL
$234.68 - $265.99 $84,015 - $95,224
-358 Reduced 5.88%
5,728 $1.51 Billion

Others Institutions Holding OEF

About ISHARES S&P 100 ETF


  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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