Optivise Advisory Services LLC Ishares Morningstar U.S. Equit Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Optivise Advisory Services LLC holds 2,859 shares of ILCB stock, worth $266,258. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,859
Previous 3,671 22.12%
Holding current value
$266,258
Previous $315 Million 16.1%
% of portfolio
0.16%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$85.66 - $92.67 $69,555 - $75,248
-812 Reduced 22.12%
2,859 $264 Million
Q2 2025

Aug 05, 2025
SELL
$68.63 - $85.78 $4,186 - $5,232
-61 Reduced 1.63%
3,671 $315 Million
Q1 2025

Apr 18, 2025
SELL
$76.17 - $85.05 $18,585 - $20,752
-244 Reduced 6.14%
3,732 $288 Million
Q4 2024

Feb 13, 2025
SELL
$78.43 - $84.56 $30,273 - $32,640
-386 Reduced 8.85%
3,976 $323 Million
Q3 2024

Nov 12, 2024
BUY
$71.38 - $79.23 $311,359 - $345,601
4,362 New
4,362 $346 Million
Q2 2024

Nov 14, 2024
SELL
$68.51 - $75.47 $1,507 - $1,660
-22 Reduced 0.5%
4,340 $326 Million

Others Institutions Holding ILCB

# of Institutions
194
Shares Held
5.65M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

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