Optivise Advisory Services LLC Ishares Morningstar U.S. Equit Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Optivise Advisory Services LLC holds 2,967 shares of ILCB stock, worth $276,316. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,967

Previous 2,859 3.78%

Holding current value

$276,316

Previous $264 Million 6.0%

% of portfolio

0.16%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$90.64 - $95.28 $9,789 - $10,290	108 Added 3.78%	2,967 $280 Million
Q3 2025 Oct 17, 2025	SELL	$85.66 - $92.67 $69,555 - $75,248	-812 Reduced 22.12%	2,859 $264 Million
Q2 2025 Aug 05, 2025	SELL	$68.63 - $85.78 $4,186 - $5,232	-61 Reduced 1.63%	3,671 $315 Million
Q1 2025 Apr 18, 2025	SELL	$76.17 - $85.05 $18,585 - $20,752	-244 Reduced 6.14%	3,732 $288 Million
Q4 2024 Feb 13, 2025	SELL	$78.43 - $84.56 $30,273 - $32,640	-386 Reduced 8.85%	3,976 $323 Million

Q3 2024 Nov 12, 2024	BUY	$71.38 - $79.23 $311,359 - $345,601	4,362 New	4,362 $346 Million
Q2 2024 Nov 14, 2024	SELL	$68.51 - $75.47 $1,507 - $1,660	-22 Reduced 0.5%	4,340 $326 Million

Others Institutions Holding ILCB

# of Institutions

198

Shares Held

5.7M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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Optivise Advisory Services LLC Ishares Morningstar U.S. Equit Transaction History