Diversify Advisory Services, LLC ISHARES TR Transaction History

Diversify Advisory Services, LLC

  • $3.16 Trillion
  • Q4 2025
Number of Shares
66,685
Previous 45,756 45.74%
Holding current value
$2.16 Billion
Previous $1.51 Billion 42.49%
% of portfolio
0.07%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
N/A
20,929 Added 45.74%
66,685 $2.16 Billion
Q3 2025

Nov 12, 2025
SELL
N/A
-408 Reduced 0.88%
45,756 $1.51 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
11,973 Added 35.02%
46,164 $1.39 Billion
Q1 2025

May 05, 2025
BUY
N/A
34,191 New
34,191 $823 Million
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