Ownership history in Optivise Advisory Services LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Optivise Advisory Services LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 4,554 | +279 | +6.5% | 1.80% | $3.1M | $683.12 |
| 2025 Q3 | REDUCED | 4,275 | -5,883 | -57.9% | 1.70% | $2.9M | $665.17 |
| 2025 Q2 | ADDED | 10,158 | +445 | +4.6% | 3.22% | $6.3M | $615.21 |
| 2025 Q1 | ADDED | 9,713 | +211 | +2.2% | 3.06% | $5.5M | $555.02 |
| 2024 Q4 | REDUCED | 9,502 | -400 | -4.0% | 3.01% | $5.6M | $579.67 |
| 2024 Q3 | INITIATED | 9,902 | — | — | 2.93% | $5.4M | $566.00 |
As of 2025 Q4 — sorted by position size