Diversify Advisory Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Diversify Advisory Services, LLC
- $3.16 Trillion
- Q4 2025
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 42,967 shares of IBDR stock, worth $1.02 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
42,967
Previous 57,876
25.76%
Holding current value
$1.02 Million
Previous $1.4 Billion
25.61%
% of portfolio
0.03%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
465Shares Held
108MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio