Diversify Advisory Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 35,046 shares of IBDR stock, worth $832,342. This represents 0.05% of its overall portfolio holdings.
Number of Shares
35,046
Previous 34,980
0.19%
Holding current value
$832,342
Previous $834 Million
1.57%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
373Shares Held
89.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio