Optivise Advisory Services LLC Ishares Russell 2000 ETF Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 2,411 shares of IWM stock, worth $572,564. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,411
Previous 2,329 3.52%
Holding current value
$572,564
Previous $503 Million 16.08%
% of portfolio
0.35%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$214.92 - $244.84 $17,623 - $20,076
82 Added 3.52%
2,411 $583 Million
Q2 2025

Aug 05, 2025
BUY
$174.82 - $215.79 $16,258 - $20,068
93 Added 4.16%
2,329 $503 Million
Q1 2025

Apr 18, 2025
SELL
$198.1 - $229.79 $246,832 - $286,318
-1,246 Reduced 35.78%
2,236 $446 Million
Q4 2024

Feb 13, 2025
BUY
$216.13 - $242.4 $219,804 - $246,520
1,017 Added 41.26%
3,482 $769 Million
Q3 2024

Nov 12, 2024
BUY
$200.87 - $224.6 $495,144 - $553,639
2,465 New
2,465 $544 Million
Q2 2024

Nov 14, 2024
BUY
$192.84 - $209.44 $121,489 - $131,947
630 Added 25.56%
3,095 $628 Million

Others Institutions Holding IWM

# of Institutions
3,022
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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