Optivise Advisory Services LLC Ishares Tr Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 20,759 shares of SHV stock, worth $2.29 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
20,759
Previous 20,424 1.64%
Holding current value
$2.29 Million
Previous $2.26 Billion 1.6%
% of portfolio
1.17%
Previous 1.27%

Shares

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

Aug 05, 2025
BUY
$110.06 - $110.46 $36,870 - $37,004
335 Added 1.64%
20,759 $2.29 Billion
Q1 2025

Apr 18, 2025
SELL
$110.11 - $110.51 $13,543 - $13,592
-123 Reduced 0.6%
20,424 $2.26 Billion
Q3 2024

Nov 12, 2024
BUY
$110.05 - $110.63 $2.26 Million - $2.27 Million
20,547 New
20,547 $2.27 Billion
Q2 2024

Nov 14, 2024
SELL
$110.04 - $110.51 $44,676 - $44,867
-406 Reduced 1.98%
20,141 $2.23 Billion

Others Institutions Holding SHV

# of Institutions
797
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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