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

Optivise Advisory Services LLC

$168 Billion
Q3 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 5,765 shares of ITOT stock, worth $843,707. This represents 0.5% of its overall portfolio holdings.

Number of Shares

5,765

Previous 11,694 50.7%

Holding current value

$843,707

Previous $1.58 Billion 46.83%

% of portfolio

0.5%

Previous 0.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,704

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Account

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