Diversify Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History

Diversify Advisory Services, LLC

$2.61 Trillion
Q2 2025

A detailed history of Diversify Advisory Services, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 16,776 shares of IMCV stock, worth $1.32 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,776

Previous 15,244 10.05%

Holding current value

$1.32 Million

Previous $1.09 Billion 19.68%

% of portfolio

0.05%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$65.1 - $75.98 $99,733 - $116,401	1,532 Added 10.05%	16,776 $1.31 Billion
Q1 2025 May 05, 2025	BUY	$71.9 - $77.57 $76,357 - $82,379	1,062 Added 7.49%	15,244 $1.09 Billion
Q4 2024 Jan 16, 2025	SELL	$73.19 - $81.02 $221,546 - $245,247	-3,027 Reduced 17.59%	14,182 $1.04 Billion
Q3 2024 Oct 24, 2024	SELL	$69.7 - $76.81 $406,072 - $447,495	-5,826 Reduced 25.29%	17,209 $1.33 Billion
Q2 2024 Jul 12, 2024	BUY	$68.22 - $72.74 $53,143 - $56,664	779 Added 3.5%	23,035 $1.61 Billion
Q1 2024 Apr 30, 2024	BUY	$65.61 - $72.55 $1.46 Million - $1.61 Million	22,256 New	22,256 $1.6 Billion

Others Institutions Holding IMCV

# of Institutions

170

Shares Held

6.33M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
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Diversify Advisory Services, LLC Ishares Morningstar Mid Cap Va Transaction History