Optivise Advisory Services LLC Ishares Tr Transaction History

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 4,606 shares of IYY stock, worth $667,317. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,606
Previous 4,761 3.26%
Holding current value
$667,317
Previous $665 Million 0.83%
% of portfolio
0.36%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$138.14 - $149.13 $21,411 - $23,115
-155 Reduced 3.26%
4,606 $659 Million
Q3 2024

Nov 12, 2024
BUY
$125.77 - $139.59 $598,790 - $664,587
4,761 New
4,761 $665 Million
Q2 2024

Nov 14, 2024
SELL
$120.85 - $132.7 $241 - $265
-2 Reduced 0.04%
4,759 $630 Million

Others Institutions Holding IYY

# of Institutions
280
Shares Held
3.9M
Call Options Held
5.6K
Put Options Held
100
View Full List

About ISHARES TR

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