Optivise Advisory Services LLC Ishares Core S&P Total U.S. St Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Optivise Advisory Services LLC holds 5,554 shares of ITOT stock, worth $812,827. This represents 0.48% of its overall portfolio holdings.

Number of Shares

5,554

Previous 5,765 3.66%

Holding current value

$812,827

Previous $840 Million 1.64%

% of portfolio

0.48%

Previous 0.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$142.79 - $150.05 $30,128 - $31,660	-211 Reduced 3.66%	5,554 $826 Million
Q3 2025 Oct 17, 2025	SELL	$135.0 - $146.02 $800,415 - $865,752	-5,929 Reduced 50.7%	5,765 $840 Million
Q2 2025 Aug 05, 2025	SELL	$108.12 - $135.04 $74,819 - $93,447	-692 Reduced 5.59%	11,694 $1.58 Billion
Q1 2025 Apr 18, 2025	SELL	$120.29 - $134.6 $11,066 - $12,383	-92 Reduced 0.74%	12,386 $1.51 Billion
Q4 2024 Feb 13, 2025	SELL	$124.26 - $134.12 $9,816 - $10,595	-79 Reduced 0.63%	12,478 $1.6 Billion

Q3 2024 Nov 12, 2024	BUY	$113.41 - $125.62 $1.42 Million - $1.58 Million	12,557 New	12,557 $1.58 Billion
Q2 2024 Nov 14, 2024	SELL	$108.78 - $119.23 $15,011 - $16,453	-138 Reduced 1.1%	12,419 $1.48 Billion

Others Institutions Holding ITOT

# of Institutions

1,709

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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Optivise Advisory Services LLC Ishares Core S&P Total U.S. St Transaction History