Optivise Advisory Services LLC Ishares Russell 2000 ETF Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 2,015 shares of IWM stock, worth $478,522. This represents 0.29% of its overall portfolio holdings.

Number of Shares

2,015

Previous 2,411 16.42%

Holding current value

$478,522

Previous $583 Million 14.97%

% of portfolio

0.29%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$236.79 - $250.33 $93,768 - $99,130	-396 Reduced 16.42%	2,015 $496 Million
Q3 2025 Oct 17, 2025	BUY	$214.92 - $244.84 $17,623 - $20,076	82 Added 3.52%	2,411 $583 Million
Q2 2025 Aug 05, 2025	BUY	$174.82 - $215.79 $16,258 - $20,068	93 Added 4.16%	2,329 $503 Million
Q1 2025 Apr 18, 2025	SELL	$198.1 - $229.79 $246,832 - $286,318	-1,246 Reduced 35.78%	2,236 $446 Million
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $219,804 - $246,520	1,017 Added 41.26%	3,482 $769 Million

Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $495,144 - $553,639	2,465 New	2,465 $544 Million
Q2 2024 Nov 14, 2024	BUY	$192.84 - $209.44 $121,489 - $131,947	630 Added 25.56%	3,095 $628 Million

Others Institutions Holding IWM

# of Institutions

3,048

Shares Held

284M

Call Options Held

196M

Put Options Held

483M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Optivise Advisory Services LLC Ishares Russell 2000 ETF Transaction History