Optivise Advisory Services LLC Ishares S&P 500 Growth ETF Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 16,343 shares of IVW stock, worth $1.98 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

16,343

Previous 17,583 7.05%

Holding current value

$1.98 Million

Previous $2.12 Billion 5.1%

% of portfolio

1.16%

Previous 1.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$118.29 - $126.28 $146,679 - $156,587	-1,240 Reduced 7.05%	16,343 $2.01 Billion
Q3 2025 Oct 17, 2025	SELL	$108.97 - $121.65 $228,728 - $255,343	-2,099 Reduced 10.66%	17,583 $2.12 Billion
Q2 2025 Aug 05, 2025	BUY	$82.96 - $110.1 $579,226 - $768,718	6,982 Added 54.98%	19,682 $2.17 Billion
Q1 2025 Apr 18, 2025	SELL	$92.45 - $106.69 $2.19 Million - $2.53 Million	-23,716 Reduced 65.13%	12,700 $1.18 Billion
Q4 2024 Feb 13, 2025	BUY	$94.43 - $105.47 $1.11 Million - $1.24 Million	11,775 Added 47.79%	36,416 $3.7 Billion

Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $2.09 Million - $2.39 Million	24,641 New	24,641 $2.36 Billion
Q2 2024 Nov 14, 2024	SELL	$79.31 - $93.31 $66,461 - $78,193	-838 Reduced 3.4%	23,803 $2.2 Billion

Others Institutions Holding IVW

# of Institutions

2,187

Shares Held

421M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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 S&P 500 Growth ETF Transaction History