Optivise Advisory Services LLC Ishares Core S&P Sm Cap ETF Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,429 shares of IJR stock, worth $698,060. This represents 0.4% of its overall portfolio holdings.

Number of Shares
6,429
Previous 6,349 1.26%
Holding current value
$698,060
Previous $743 Million 0.24%
% of portfolio
0.4%
Previous 0.39%

Shares

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

Feb 13, 2025
BUY
$113.92 - $127.38 $9,113 - $10,190
80 Added 1.26%
6,429 $741 Million
Q3 2024

Nov 12, 2024
BUY
$105.53 - $118.34 $670,009 - $751,340
6,349 New
6,349 $743 Million
Q2 2024

Nov 14, 2024
BUY
$102.13 - $110.88 $204 - $221
2 Added 0.03%
6,351 $677 Million

Others Institutions Holding IJR

# of Institutions
2,823
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

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