Diversify Advisory Services, LLC Ishares S&P 500 Value ETF Transaction History

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

A detailed history of Diversify Advisory Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 11,252 shares of IVE stock, worth $2.22 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,252
Previous 12,154 7.42%
Holding current value
$2.22 Million
Previous $2.41 Billion 12.25%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$189.5 - $206.17 $170,929 - $185,965
-902 Reduced 7.42%
11,252 $2.12 Billion
Q3 2024

Oct 24, 2024
SELL
$181.06 - $197.17 $209,848 - $228,520
-1,159 Reduced 8.71%
12,154 $2.41 Billion
Q2 2024

Jul 12, 2024
BUY
$176.58 - $186.7 $54,210 - $57,316
307 Added 2.36%
13,313 $2.42 Billion
Q1 2024

Apr 30, 2024
BUY
$171.09 - $186.81 $2.23 Million - $2.43 Million
13,006 New
13,006 $2.41 Billion

Others Institutions Holding IVE

# of Institutions
1,659
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email