Diversify Advisory Services, LLC Ishares Tr Transaction History

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

A detailed history of Diversify Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 2,823 shares of SHV stock, worth $311,969. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,823
Previous 5,577 49.38%
Holding current value
$311,969
Previous $616 Million 49.47%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$109.92 - $110.57 $302,719 - $304,509
-2,754 Reduced 49.38%
2,823 $311 Million
Q3 2024

Oct 24, 2024
BUY
$110.05 - $110.63 $125,457 - $126,118
1,140 Added 25.69%
5,577 $616 Million
Q2 2024

Jul 12, 2024
SELL
$110.04 - $110.51 $1.56 Million - $1.56 Million
-14,159 Reduced 76.14%
4,437 $489 Million
Q1 2024

Apr 30, 2024
BUY
$110.11 - $110.57 $2.05 Million - $2.06 Million
18,596 New
18,596 $2.05 Billion

Others Institutions Holding SHV

# of Institutions
733
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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