Diversify Advisory Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Diversify Advisory Services, LLC
- $1.81 Trillion
- Q4 2024
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 54,572 shares of IBDR stock, worth $1.3 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
54,572
Previous 35,046
55.72%
Holding current value
$1.3 Million
Previous $847 Million
55.07%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IBDR
# of Institutions
380Shares Held
91.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio