Optivise Advisory Services LLC Ishares Tr Russell 200 Growth Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Optivise Advisory Services LLC holds 3,337 shares of IWY stock, worth $921,178. This represents 0.53% of its overall portfolio holdings.

Number of Shares

3,337

Previous 3,335 0.06%

Holding current value

$921,178

Previous $913 Million 1.25%

% of portfolio

0.53%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$268.43 - $288.26 $536 - $576	2 Added 0.06%	3,337 $924 Million
Q3 2025 Oct 17, 2025	SELL	$243.93 - $275.62 $1.23 Million - $1.39 Million	-5,043 Reduced 60.19%	3,335 $913 Million
Q2 2025 Aug 05, 2025	BUY	$187.5 - $246.51 $375 - $493	2 Added 0.02%	8,378 $2.07 Billion
Q1 2025 Apr 18, 2025	SELL	$210.19 - $243.33 $13,872 - $16,059	-66 Reduced 0.78%	8,376 $1.77 Billion
Q4 2024 Feb 13, 2025	SELL	$216.72 - $244.71 $124,397 - $140,463	-574 Reduced 6.37%	8,442 $1.99 Billion

Q3 2024 Nov 12, 2024	BUY	$194.66 - $225.97 $1.76 Million - $2.04 Million	9,016 New	9,016 $1.98 Billion
Q2 2024 Nov 14, 2024	BUY	$183.56 - $216.15 $1.48 Million - $1.74 Million	8,057 Added 89.36%	17,073 $3.66 Billion

Others Institutions Holding IWY

# of Institutions

672

Shares Held

55.1M

Call Options Held

Put Options Held

2.7K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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Optivise Advisory Services LLC Ishares Tr Russell 200 Growth Transaction History