Diversify Advisory Services, LLC Ishares Morningstar U.S. Equit Transaction History

Diversify Advisory Services, LLC

$1.6 Trillion
Q1 2025

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 3,255 shares of ILCB stock, worth $266,226. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,255

Previous 4,467 27.13%

Holding current value

$266,226

Previous $360 Million 30.58%

% of portfolio

0.02%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$76.17 - $85.05 $92,318 - $103,080	-1,212 Reduced 27.13%	3,255 $250 Million
Q4 2024 Jan 16, 2025	SELL	$78.43 - $84.56 $3,921 - $4,228	-50 Reduced 1.11%	4,467 $360 Million
Q3 2024 Oct 24, 2024	SELL	$71.38 - $79.23 $53,535 - $59,422	-750 Reduced 14.24%	4,517 $364 Million
Q2 2024 Jul 12, 2024	SELL	$68.51 - $75.47 $28,774 - $31,697	-420 Reduced 7.39%	5,267 $404 Million
Q1 2024 Apr 30, 2024	BUY	$64.54 - $72.47 $367,038 - $412,136	5,687 New	5,687 $411 Million

Others Institutions Holding ILCB

# of Institutions

187

Shares Held

5.01M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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Diversify Advisory Services, LLC Ishares Morningstar U.S. Equit Transaction History