Optivise Advisory Services LLC Ishares Tr Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 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 7,543 shares of DVY stock, worth $1.03 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,543
Previous 7,571 0.37%
Holding current value
$1.03 Million
Previous $1.02 Billion 3.16%
% of portfolio
0.53%
Previous 0.54%

Shares

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

Feb 13, 2025
SELL
$129.55 - $143.41 $3,627 - $4,015
-28 Reduced 0.37%
7,543 $990 Million
Q3 2024

Nov 12, 2024
BUY
$119.99 - $135.74 $908,444 - $1.03 Million
7,571 New
7,571 $1.02 Billion

Others Institutions Holding DVY

# of Institutions
1,443
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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