Optivise Advisory Services LLC Ishares Morningstar Growth ETF Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 5,659 shares of ILCG stock, worth $0. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,659
Previous 4,691 20.64%
Holding current value
$0
Previous $489 Million 20.35%
% of portfolio
0.34%
Previous 0.29%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
N/A
968 Added 20.64%
5,659 $589 Million
Q3 2025

Oct 17, 2025
SELL
N/A
-5,478 Reduced 53.87%
4,691 $489 Million
Q2 2025

Aug 05, 2025
BUY
N/A
117 Added 1.16%
10,169 $985 Million
Q1 2025

Apr 18, 2025
SELL
N/A
-19 Reduced 0.19%
10,052 $814 Million
Q4 2024

Feb 13, 2025
BUY
N/A
488 Added 5.09%
10,071 $902 Million
Q3 2024

Nov 12, 2024
BUY
N/A
9,583 New
9,583 $805 Million
Q2 2024

Nov 14, 2024
BUY
N/A
281 Added 2.93%
9,864 $803 Million

Others Institutions Holding ILCG

# of Institutions
354
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR GROWTH ETF

ILCG Quotes by TradingView
  • Ticker ILCG
More about ILCG
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