Optivise Advisory Services LLC Ishares Dj Us Tech ETF Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,163 shares of IYW stock, worth $953,107. This represents 0.53% of its overall portfolio holdings.

Number of Shares
6,163
Previous 6,141 0.36%
Holding current value
$953,107
Previous $931 Million 5.59%
% of portfolio
0.53%
Previous 0.49%

Shares

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

Feb 13, 2025
BUY
$148.14 - $166.23 $3,259 - $3,657
22 Added 0.36%
6,163 $983 Million
Q3 2024

Nov 12, 2024
BUY
$133.16 - $158.73 $817,735 - $974,760
6,141 New
6,141 $931 Million
Q2 2024

Nov 14, 2024
BUY
$124.75 - $153.46 $4,116 - $5,064
33 Added 0.54%
6,174 $929 Million

Others Institutions Holding IYW

# of Institutions
1,240
Shares Held
84.2M
Call Options Held
118K
Put Options Held
73.1K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email