Optivise Advisory Services LLC Ishares Russell 3000 ETF Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 622 shares of IWV stock, worth $236,683. This represents 0.14% of its overall portfolio holdings.

Number of Shares
622
Previous 3,047 79.59%
Holding current value
$236,683
Previous $1.07 Billion 77.96%
% of portfolio
0.14%
Previous 0.55%

Shares

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

Oct 17, 2025
SELL
$351.04 - $379.81 $851,272 - $921,039
-2,425 Reduced 79.59%
622 $236 Million
Q2 2025

Aug 05, 2025
SELL
$281.67 - $351.0 $25,631 - $31,941
-91 Reduced 2.9%
3,047 $1.07 Billion
Q3 2024

Nov 12, 2024
BUY
$294.75 - $326.73 $924,925 - $1.03 Million
3,138 New
3,138 $1.03 Billion

Others Institutions Holding IWV

# of Institutions
945
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

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