Destination Wealth Management Ishares Tr Transaction History

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025

A detailed history of Destination Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Destination Wealth Management holds 400,492 shares of IDV stock, worth $14.6 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
400,492
Previous 413,353 3.11%
Holding current value
$14.6 Million
Previous $12.8 Million 7.78%
% of portfolio
0.42%
Previous 0.41%

Shares

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

Aug 14, 2025
SELL
$27.79 - $34.84 $357,407 - $448,077
-12,861 Reduced 3.11%
400,492 $13.8 Million
Q1 2025

May 15, 2025
BUY
$27.0 - $31.7 $44,469 - $52,209
1,647 Added 0.4%
413,353 $12.8 Million
Q4 2024

Feb 06, 2025
BUY
$27.03 - $29.92 $186,101 - $205,999
6,885 Added 1.7%
411,706 $11.3 Million
Q3 2024

Nov 25, 2024
BUY
$27.62 - $30.64 $200,990 - $222,967
7,277 Added 1.83%
404,821 $12.2 Million
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

# of Institutions
576
Shares Held
97.8M
Call Options Held
23.6K
Put Options Held
166K
View Full List

About ISHARES TR

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