Optivise Advisory Services LLC Ishares Tr Russell 1000 ETF Transaction History

Optivise Advisory Services LLC

$168 Billion
Q3 2025

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 4,405 shares of IWB stock, worth $1.62 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

4,405

Previous 7,971 44.74%

Holding current value

$1.62 Million

Previous $2.71 Billion 40.52%

% of portfolio

0.96%

Previous 1.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$339.37 - $366.46 $1.21 Million - $1.31 Million	-3,566 Reduced 44.74%	4,405 $1.61 Billion
Q2 2025 Aug 05, 2025	BUY	$272.36 - $339.57 $482,621 - $601,718	1,772 Added 28.59%	7,971 $2.71 Billion
Q1 2025 Apr 18, 2025	SELL	$302.31 - $337.54 $901,790 - $1.01 Million	-2,983 Reduced 32.49%	6,199 $1.9 Billion
Q4 2024 Feb 13, 2025	BUY	$311.11 - $335.64 $1.02 Million - $1.11 Million	3,294 Added 55.94%	9,182 $2.96 Billion
Q3 2024 Nov 12, 2024	BUY	$283.28 - $314.39 $1.67 Million - $1.85 Million	5,888 New	5,888 $1.85 Billion

Q2 2024 Nov 14, 2024	SELL	$272.21 - $298.72 $272 - $298	-1 Reduced 0.02%	5,887 $1.75 Billion

Others Institutions Holding IWB

# of Institutions

1,614

Shares Held

98.3M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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 Tr Russell 1000 ETF Transaction History