Diversify Advisory Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Diversify Advisory Services, LLC

  • $2.61 Trillion
  • Q2 2025

A detailed history of Diversify Advisory Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 1,622 shares of IWB stock, worth $596,247. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,622
Previous 1,265 28.22%
Holding current value
$596,247
Previous $385 Million 48.67%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$272.36 - $339.57 $97,232 - $121,226
357 Added 28.22%
1,622 $572 Million
Q1 2025

May 05, 2025
SELL
$302.31 - $337.54 $31,742 - $35,441
-105 Reduced 7.66%
1,265 $385 Million
Q4 2024

Jan 16, 2025
SELL
$311.11 - $335.64 $1,244 - $1,342
-4 Reduced 0.29%
1,370 $438 Million
Q3 2024

Oct 24, 2024
SELL
$283.28 - $314.39 $20,112 - $22,321
-71 Reduced 4.91%
1,374 $439 Million
Q2 2024

Jul 12, 2024
BUY
$272.21 - $298.72 $816 - $896
3 Added 0.21%
1,445 $438 Million
Q1 2024

Apr 30, 2024
BUY
$257.46 - $288.1 $371,257 - $415,440
1,442 New
1,442 $414 Million

Others Institutions Holding IWB

# of Institutions
1,619
Shares Held
96.5M
Call Options Held
64.2K
Put Options Held
52.9K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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.

Choose your preferred platform and Sign Up 👇 Telegram Email