Diversify Advisory Services, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Diversify Advisory Services, LLC
- $2.61 Trillion
- Q2 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 56,566 shares of IBDR stock, worth $1.34 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
56,566
Previous 55,059
2.74%
Holding current value
$1.34 Million
Previous $1.33 Billion
2.74%
% of portfolio
0.05%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio