Optivise Advisory Services LLC Ishares Tr Transaction History

Optivise Advisory Services LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$67.83 - $84.09 $23,808 - $29,515	351 Added 7.23%	5,207 $435 Million
Q1 2025 Apr 18, 2025	BUY	$69.57 - $78.65 $23,792 - $26,898	342 Added 7.58%	4,856 $367 Million
Q4 2024 Feb 13, 2025	BUY	$70.06 - $77.43 $28,024 - $30,972	400 Added 9.72%	4,514 $317 Million
Q3 2024 Nov 12, 2024	BUY	$70.09 - $78.74 $288,350 - $323,936	4,114 New	4,114 $321 Million
Q2 2024 Nov 14, 2024	SELL	$70.77 - $76.19 $8,067 - $8,685	-114 Reduced 2.77%	4,000 $291 Million

2,424

1.6B

111K

25.4K

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