A detailed history of Destination Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Destination Wealth Management holds 397,544 shares of IDV stock, worth $11.3 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
397,544
Previous 392,544 1.27%
Holding current value
$11.3 Million
Previous $11 Million 0.05%
% of portfolio
0.37%
Previous 0.37%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$26.94 - $30.1 $134,700 - $150,500
5,000 Added 1.27%
397,544 $11 Million
Q1 2024

May 14, 2024

BUY
$26.95 - $28.13 $780,121 - $814,279
28,947 Added 7.96%
392,544 $11 Million
Q4 2023

Feb 13, 2024

SELL
$24.46 - $28.13 $1.49 Million - $1.72 Million
-61,067 Reduced 14.38%
363,597 $10.2 Million
Q3 2023

Nov 14, 2023

BUY
$25.3 - $27.59 $665,465 - $725,699
26,303 Added 6.6%
424,664 $10.8 Million
Q2 2023

Aug 11, 2023

BUY
$25.86 - $28.52 $59,348 - $65,453
2,295 Added 0.58%
398,361 $10.5 Million
Q1 2023

May 05, 2023

BUY
$26.54 - $29.5 $459,593 - $510,851
17,317 Added 4.57%
396,066 $10.9 Million
Q4 2022

Feb 10, 2023

BUY
$22.26 - $27.56 $60,636 - $75,073
2,724 Added 0.72%
378,749 $10.3 Million
Q3 2022

Nov 10, 2022

BUY
$22.53 - $28.47 $557,640 - $704,660
24,751 Added 7.05%
376,025 $8.47 Million
Q2 2022

Jul 29, 2022

BUY
$26.84 - $32.0 $129,610 - $154,528
4,829 Added 1.39%
351,274 $9.54 Million
Q1 2022

May 12, 2022

BUY
$29.99 - $33.33 $318,043 - $353,464
10,605 Added 3.16%
346,445 $11 Million
Q4 2021

Feb 04, 2022

BUY
$29.77 - $31.71 $480,100 - $511,387
16,127 Added 5.04%
335,840 $10.5 Million
Q3 2021

Oct 25, 2021

BUY
$30.42 - $32.96 $70,483 - $76,368
2,317 Added 0.73%
319,713 $9.73 Million
Q2 2021

Aug 13, 2021

BUY
$31.67 - $34.02 $149,767 - $160,880
4,729 Added 1.51%
317,396 $10.3 Million
Q1 2021

May 05, 2021

BUY
$29.53 - $32.13 $760,102 - $827,026
25,740 Added 8.97%
312,667 $9.84 Million
Q4 2020

Feb 11, 2021

SELL
$24.08 - $29.73 $3.36 Million - $4.14 Million
-139,372 Reduced 32.69%
286,927 $8.46 Million
Q3 2020

Nov 12, 2020

BUY
$24.68 - $26.95 $304,106 - $332,077
12,322 Added 2.98%
426,299 $10.6 Million
Q2 2020

Aug 14, 2020

BUY
$21.21 - $27.95 $922,295 - $1.22 Million
43,484 Added 11.74%
413,977 $10.4 Million
Q1 2020

May 13, 2020

SELL
$19.58 - $34.05 $106,182 - $184,653
-5,423 Reduced 1.44%
370,493 $8.37 Million
Q4 2019

Feb 12, 2020

BUY
$29.79 - $33.61 $68,308 - $77,067
2,293 Added 0.61%
375,916 $12.6 Million
Q3 2019

Nov 13, 2019

BUY
$30.41 - $31.26 $476,433 - $489,750
15,667 Added 4.38%
373,623 $11.5 Million
Q2 2019

Jul 19, 2019

SELL
N/A
-9,115 Reduced 2.48%
357,956 $11 Million
Q1 2019

May 01, 2019

BUY
N/A
5,356 Added 1.48%
367,071 $11.3 Million
Q4 2018

Feb 05, 2019

BUY
N/A
4,945 Added 1.39%
361,715 $10.4 Million
Q3 2018

Nov 07, 2018

BUY
N/A
2,896 Added 0.82%
356,770 $11.6 Million
Q2 2018

Jul 31, 2018

BUY
N/A
353,823 Added 693770.56%
353,874 $11.3 Million
Q1 2018

Apr 05, 2018

SELL
N/A
-341,942 Reduced 99.99%
51 $7,000
Q4 2017

Feb 09, 2018

BUY
N/A
10,198 Added 3.07%
341,993 $11.6 Million
Q3 2017

Nov 09, 2017

BUY
N/A
10,906 Added 3.4%
331,795 $11.2 Million
Q2 2017

Aug 11, 2017

BUY
N/A
320,889
320,889 $10.5 Million

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management 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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.