Destination Wealth Management Ishares Morningstar Value ETF Transaction History

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025

A detailed history of Destination Wealth Management transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Destination Wealth Management holds 2,608 shares of ILCV stock, worth $234,980. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,608
Previous 2,955 11.74%
Holding current value
$234,980
Previous $240,000 9.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
SELL
$72.16 - $83.39 $25,039 - $28,936
-347 Reduced 11.74%
2,608 $217,000
Q4 2023

Feb 13, 2024
BUY
$61.65 - $70.82 $182,175 - $209,273
2,955 New
2,955 $208,000

Others Institutions Holding ILCV

# of Institutions
187
Shares Held
9.39M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

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