Diversify Advisory Services, LLC Ishares Morningstar Value ETF Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 4,087 shares of ILCV stock, worth $341,673. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,087
Previous 6,496
37.08%
Holding current value
$341,673
Previous $538 Million
39.24%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding ILCV
# of Institutions
135Shares Held
8.12MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$78.7 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$66.2 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA694KShares$58 Million3.0% of portfolio
-
Matrix Trust CO689KShares$57.6 Million9.7% of portfolio
-
Ubs Group Ag500KShares$41.8 Million0.01% of portfolio