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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$75.47 - $82.2 $89,733 - $97,735
-1,189 Reduced 15.47%
6,496 $538 Million
Q2 2024

Jul 12, 2024

SELL
$73.1 - $77.24 $28,801 - $30,432
-394 Reduced 4.88%
7,685 $591 Million
Q1 2024

Apr 30, 2024

BUY
$69.61 - $76.86 $562,379 - $620,951
8,079 New
8,079 $619 Million

Others Institutions Holding ILCV

About ISHARES MORNINGSTAR VALUE ETF


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