Diversify Advisory Services, LLC Ishares Morningstar Value ETF Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 6,496 shares of ILCV stock, worth $540,272. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,496
Previous 7,685
15.47%
Holding current value
$540,272
Previous $591 Million
8.92%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding ILCV
# of Institutions
135Shares Held
8.05MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$78.3 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$65.8 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA694KShares$57.7 Million3.0% of portfolio
-
Matrix Trust CO693KShares$57.6 Million10.65% of portfolio
-
Ubs Group Ag500KShares$41.6 Million0.01% of portfolio