Diversify Advisory Services, LLC Ishares Core S&P Sm Cap ETF Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 17,667 shares of IJR stock, worth $2.05 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,667
Previous 15,695
12.56%
Holding current value
$2.05 Million
Previous $1.66 Billion
23.07%
% of portfolio
0.11%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.21 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.59 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.16 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.06 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.87 Billion0.44% of portfolio