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

Optivise Advisory Services LLC

$168 Billion
Q3 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 17,583 shares of IVW stock, worth $2.13 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

17,583

Previous 19,682 10.66%

Holding current value

$2.13 Million

Previous $2.17 Billion 2.04%

% of portfolio

1.26%

Previous 1.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,174

Shares Held

420M

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

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