Optivise Advisory Services LLC Ishares Tr Transaction History

Optivise Advisory Services LLC

$190 Billion
Q3 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 3,210 shares of IYJ stock, worth $432,354. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,210

Holding current value

$432,354

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$118.32 - $133.67 $379,807 - $429,080	3,210 New	3,210 $429 Million

Others Institutions Holding IYJ

# of Institutions

320

Shares Held

6.2M

Call Options Held

29.4K

Put Options Held

Morgan Stanley New York, NY

859K
Shares

$116 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

696K
Shares

$93.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

445K
Shares

$59.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

307K
Shares

$41.4 Million
0.02% of portfolio
Ubs Group Ag

270K
Shares

$36.3 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

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Optivise Advisory Services LLC Ishares Tr Transaction History