Optivise Advisory Services LLC ISHARES BITCOIN TRUST ETF Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025
Number of Shares
11,296
Previous 5,761 96.08%
Holding current value
$561 Million
Previous $374 Million 49.78%
% of portfolio
0.32%
Previous 0.22%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
N/A
5,535 Added 96.08%
11,296 $561 Million
Q3 2025

Oct 17, 2025
SELL
N/A
-1,719 Reduced 22.98%
5,761 $374 Million
Q2 2025

Aug 05, 2025
SELL
N/A
-23 Reduced 0.31%
7,480 $458 Million
Q1 2025

Apr 18, 2025
SELL
N/A
-1,593 Reduced 17.51%
7,503 $351 Million
Q4 2024

Feb 13, 2025
SELL
N/A
-772 Reduced 7.82%
9,096 $483 Million
Q3 2024

Nov 12, 2024
BUY
N/A
9,868 New
9,868 $357 Million
Q2 2024

Nov 14, 2024
SELL
N/A
-336 Reduced 3.4%
9,532 $325 Million
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