Optivise Advisory Services LLC Ishares Tr Russell 1000 ETF Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 9,182 shares of IWB stock, worth $3 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
9,182
Previous 5,888
55.94%
Holding current value
$3 Million
Previous $1.85 Billion
59.79%
% of portfolio
1.59%
Previous 0.97%
Shares
3 transactions
Others Institutions Holding IWB
# of Institutions
1,466Shares Held
98.1MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$3.18 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.53 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.34 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$1.01 Billion0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$875 Million0.13% of portfolio