A detailed history of Diversify Advisory Services, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 8,560 shares of IMCB stock, worth $698,496. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,560
Previous 8,729 1.94%
Holding current value
$698,496
Previous $706 Million 0.21%
% of portfolio
0.02%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$79.58 - $83.45 $13,449 - $14,103
-169 Reduced 1.94%
8,560 $705 Million
Q2 2025

Aug 14, 2025

SELL
$65.41 - $79.66 $18,053 - $21,986
-276 Reduced 3.06%
8,729 $706 Million
Q1 2025

May 05, 2025

SELL
$72.01 - $79.94 $73,234 - $81,298
-1,017 Reduced 10.15%
9,005 $658 Million
Q4 2024

Jan 16, 2025

SELL
$75.22 - $82.17 $360,303 - $393,594
-4,790 Reduced 32.34%
10,022 $758 Million
Q3 2024

Oct 24, 2024

SELL
$68.79 - $76.02 $21,118 - $23,338
-307 Reduced 2.03%
14,812 $1.14 Billion
Q2 2024

Jul 12, 2024

BUY
$68.23 - $72.35 $418,522 - $443,794
6,134 Added 68.27%
15,119 $1.05 Billion
Q1 2024

Apr 30, 2024

BUY
$65.15 - $72.83 $585,372 - $654,377
8,985 New
8,985 $650 Million

Others Institutions Holding IMCB

About ISHARES MORNINGSTAR MID CAP ET


  • Ticker IMCB
  • Sector ETFs
  • Industry ETFs
More about IMCB
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.