Diversify Advisory Services, LLC Ishares Morningstar U.S. Equit Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 4,517 shares of ILCB stock, worth $375,724. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,517
Previous 5,267
14.24%
Holding current value
$375,724
Previous $404 Million
9.93%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding ILCB
# of Institutions
179Shares Held
5.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$42.3 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$36.3 Million0.35% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN413KShares$34.3 Million0.01% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD372KShares$30.9 Million5.84% of portfolio
-
Wells Fargo & Company San Francisco, CA364KShares$30.3 Million0.01% of portfolio