Optivise Advisory Services LLC Ishares Tr Transaction History

Optivise Advisory Services LLC

$168 Billion
Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 13,658 shares of MBB stock, worth $1.3 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

13,658

Previous 16,298 16.2%

Holding current value

$1.3 Million

Previous $1.53 Billion 15.07%

% of portfolio

0.77%

Previous 0.78%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$92.46 - $95.73 $244,094 - $252,727	-2,640 Reduced 16.2%	13,658 $1.3 Billion
Q2 2025 Aug 05, 2025	BUY	$91.41 - $94.22 $236,843 - $244,124	2,591 Added 18.9%	16,298 $1.53 Billion
Q1 2025 Apr 18, 2025	SELL	$90.37 - $94.08 $77,175 - $80,344	-854 Reduced 5.86%	13,707 $1.29 Billion
Q4 2024 Feb 13, 2025	SELL	$91.26 - $95.82 $41,797 - $43,885	-458 Reduced 3.05%	14,561 $1.33 Billion
Q3 2024 Nov 12, 2024	BUY	$90.85 - $96.66 $1.36 Million - $1.45 Million	15,019 New	15,019 $1.44 Billion

Q2 2024 Nov 14, 2024	BUY	$89.41 - $92.64 $27,538 - $28,533	308 Added 2.05%	15,327 $1.41 Billion

Others Institutions Holding MBB

# of Institutions

1,071

Shares Held

395M

Call Options Held

130K

Put Options Held

272K

View Full List

About ISHARES TR

Ticker MBB
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Optivise Advisory Services LLC Ishares Tr Transaction History