Diversify Advisory Services, LLC ISHARES TR Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Number of Shares
45,756
Previous 46,164 0.88%
Holding current value
$1.51 Billion
Previous $1.39 Billion 8.57%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2025
SELL
N/A
-408 Reduced 0.88%
45,756 $1.51 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
11,973 Added 35.02%
46,164 $1.39 Billion
Q1 2025

May 05, 2025
BUY
N/A
34,191 New
34,191 $823 Million
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