Destination Wealth Management Ishares Morningstar Value ETF Transaction History
Destination Wealth Management
- $3.19 Billion
- Q3 2024
A detailed history of Destination Wealth Management transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Destination Wealth Management holds 2,955 shares of ILCV stock, worth $251,529. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,955
Previous 2,955
-0.0%
Holding current value
$251,529
Previous $225,000
7.56%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.09MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$80.1 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC791KShares$67.4 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA694KShares$59.1 Million3.0% of portfolio
-
Matrix Trust CO693KShares$59 Million10.65% of portfolio
-
Ubs Group Ag500KShares$42.6 Million0.01% of portfolio