Optivise Advisory Services LLC Ishares Tr Russell 200 Value E Transaction History

Optivise Advisory Services LLC

$168 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 18, 2025	BUY	$78.54 - $84.86 $551,586 - $595,971	7,023 New	7,023 $577 Million

Others Institutions Holding IWX

# of Institutions

239

Shares Held

45.2M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

12.1M
Shares

$1.08 Billion
2.62% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$724 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.24M
Shares

$557 Million
2.3% of portfolio
First Citizens Bank & Trust CO

5.91M
Shares

$527 Million
9.29% of portfolio
Ae Wealth Management LLC

1.05M
Shares

$93.5 Million
0.68% of portfolio

About ISHARES TR RUSSELL 200 VALUE E

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