Diversify Advisory Services, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 33,572 shares of IBDS stock, worth $817,478. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,572
Previous 31,621
6.17%
Holding current value
$817,478
Previous $766 Million
6.26%
% of portfolio
0.03%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IBDS
# of Institutions
420Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$198 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.9 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$90.1 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87.3 Million1.29% of portfolio