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 13,967 shares of IEFA stock, worth $1.23 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,967

Previous 12,828 8.88%

Holding current value

$1.23 Million

Previous $970,000 20.1%

% of portfolio

0.04%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$67.83 - $84.09 $77,258 - $95,778	1,139 Added 8.88%	13,967 $1.17 Million
Q1 2025 May 15, 2025	BUY	$69.57 - $78.65 $76,596 - $86,593	1,101 Added 9.39%	12,828 $970,000
Q4 2024 Feb 06, 2025	BUY	$70.06 - $77.43 $19,756 - $21,835	282 Added 2.46%	11,727 $824,000
Q3 2024 Nov 25, 2024	BUY	$70.09 - $78.74 $21,587 - $24,251	308 Added 2.77%	11,445 $893,000
Q2 2024 Jul 24, 2024	BUY	$70.77 - $76.19 $167,512 - $180,341	2,367 Added 26.99%	11,137 $808,000
Q1 2024 May 14, 2024	SELL	$68.14 - $74.43 $138,460 - $151,241	-2,032 Reduced 18.81%	8,770 $650,000
Q4 2023 Feb 13, 2024	BUY	$61.3 - $70.47 $361,608 - $415,702	5,899 Added 120.31%	10,802 $759,000
Q3 2023 Nov 14, 2023	SELL	$64.04 - $69.58 $30,098 - $32,702	-470 Reduced 8.75%	4,903 $315,000
Q2 2023 Aug 11, 2023	SELL	$66.03 - $69.1 $136,417 - $142,760	-2,066 Reduced 27.77%	5,373 $362,000
Q1 2023 May 05, 2023	BUY	$62.17 - $67.7 $146,721 - $159,772	2,360 Added 46.47%	7,439 $497,000
Q4 2022 Feb 10, 2023	BUY	$52.35 - $63.65 $44,131 - $53,656	843 Added 19.9%	5,079 $313,000
Q3 2022 Nov 10, 2022	BUY	$52.32 - $63.1 $221,627 - $267,291	4,236 New	4,236 $223,000
Q1 2022 May 12, 2022	SELL	$63.26 - $75.48 $170,865 - $203,871	-2,701 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$72.36 - $77.76 $195,444 - $210,029	2,701 New	2,701 $202,000
Q3 2019 Nov 13, 2019	SELL	$57.44 - $62.42 $24,928 - $27,090	-434 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	$59.39 - $62.73 $16,035 - $16,937	270 Added 164.63%	434 $27,000
Q1 2019 May 01, 2019	SELL	$54.44 - $61.46 $75,780 - $85,552	-1,392 Reduced 89.46%	164 $10,000
Q4 2018 Feb 05, 2019	BUY	$53.06 - $64.19 $65,688 - $79,467	1,238 Added 389.31%	1,556 $86,000
Q3 2018 Nov 07, 2018	BUY	$61.82 - $65.16 $6,552 - $6,906	106 Added 50.0%	318 $20,000
Q2 2018 Jul 31, 2018	BUY	$62.74 - $67.79 $9,599 - $10,371	153 Added 259.32%	212 $13,000
Q1 2018 Apr 05, 2018	BUY	$64.18 - $70.84 $3,786 - $4,179	59 New	59 $4,000

Others Institutions Holding IEFA

# of Institutions

2,365

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Destination Wealth Management Ishares Tr Transaction History