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 4,517 shares of ILCB stock, worth $373,826. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,517
Previous 5,267 14.24%
Holding current value
$373,826
Previous $404 Million 9.93%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MORNINGSTAR U.S. EQUIT


  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
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.