Optivise Advisory Services LLC Ishares Tr Fallen Angels Usd B Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr Fallen Angels Usd B stock. As of the latest transaction made, Optivise Advisory Services LLC holds 62,376 shares of FALN stock, worth $1.63 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
62,376
Previous 101,243 38.39%
Holding current value
$1.63 Million
Previous $2.7 Billion 38.21%
% of portfolio
0.94%
Previous 1.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
$26.64 - $27.14 $1.04 Million - $1.05 Million
-38,867 Reduced 38.39%
62,376 $1.67 Billion
Q4 2024

Feb 13, 2025
SELL
$26.55 - $27.32 $1.35 Million - $1.39 Million
-50,885 Reduced 33.45%
101,243 $2.7 Billion
Q3 2024

Nov 12, 2024
BUY
$26.01 - $27.41 $3.96 Million - $4.17 Million
152,128 New
152,128 $4.16 Billion
Q2 2024

Nov 14, 2024
SELL
$26.01 - $26.68 $101,204 - $103,811
-3,891 Reduced 2.56%
148,237 $3.88 Billion

Others Institutions Holding FALN

# of Institutions
307
Shares Held
50.7M
Call Options Held
1K
Put Options Held
0
View Full List

About ISHARES TR FALLEN ANGELS USD B

FALN Quotes by TradingView
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