Ownership history in Diversify Advisory Services, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in ISHARES TR (IBDQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 74,029 | -29,846 | -28.7% | 0.06% | $1.9M | $24.93 |
| 2025 Q2 | REDUCED | 103,875 | -22,749 | -18.0% | 0.10% | $2.6M | $24.66 |
| 2025 Q1 | REDUCED | 126,624 | -10,409 | -7.6% | 0.20% | $3.2M | $24.38 |
| 2024 Q4 | REDUCED | 137,033 | -5,571 | -3.9% | 0.19% | $3.4M | $24.12 |
| 2024 Q3 | REDUCED | 142,604 | -2,699 | -1.9% | 0.19% | $3.6M | $23.86 |
| 2024 Q2 | INITIATED | 145,303 | — | — | 0.20% | $3.6M | — |
As of 2025 Q4 — sorted by position size