Optivise Advisory Services LLC Ishares Morningstar Growth ETF Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 10,071 shares of ILCG stock, worth $0. This represents 0.49% of its overall portfolio holdings.

Number of Shares
10,071
Previous 9,583 5.09%
Holding current value
$0
Previous $805 Million 12.05%
% of portfolio
0.49%
Previous 0.42%

Shares

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

Feb 13, 2025
BUY
N/A
488 Added 5.09%
10,071 $902 Million
Q3 2024

Nov 12, 2024
BUY
N/A
9,583 New
9,583 $805 Million
Q2 2024

Nov 14, 2024
BUY
N/A
281 Added 2.93%
9,864 $803 Million

Others Institutions Holding ILCG

# of Institutions
298
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR GROWTH ETF

ILCG Quotes by TradingView
  • Ticker ILCG
More about ILCG
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