Destination Wealth Management Ishares Tr Transaction History

Destination Wealth Management

  • $3.51 Billion
  • Q3 2025

A detailed history of Destination Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Destination Wealth Management holds 471,820 shares of IMTB stock, worth $20.8 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
471,820
Previous 457,236 3.19%
Holding current value
$20.8 Million
Previous $19.9 Million 4.56%
% of portfolio
0.59%
Previous 0.6%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$42.98 - $44.52 $626,820 - $649,279
14,584 Added 3.19%
471,820 $20.9 Million
Q2 2025

Aug 14, 2025
BUY
$42.53 - $43.63 $209,757 - $215,183
4,932 Added 1.09%
457,236 $19.9 Million
Q1 2025

May 15, 2025
BUY
$41.91 - $43.46 $708,446 - $734,647
16,904 Added 3.88%
452,304 $19.6 Million
Q4 2024

Feb 06, 2025
BUY
$42.29 - $44.45 $279,325 - $293,592
6,605 Added 1.54%
435,400 $18.5 Million
Q3 2024

Nov 25, 2024
BUY
$42.23 - $44.8 $623,779 - $661,740
14,771 Added 3.57%
428,795 $19.1 Million
Q2 2024

Jul 24, 2024
BUY
$41.47 - $42.92 $152,070 - $157,387
3,667 Added 0.89%
414,024 $17.6 Million
Q1 2024

May 14, 2024
BUY
$42.32 - $43.5 $2.46 Million - $2.53 Million
58,206 Added 16.53%
410,357 $17.6 Million
Q4 2023

Feb 13, 2024
SELL
$39.92 - $43.63 $1.78 Million - $1.95 Million
-44,598 Reduced 11.24%
352,151 $15.3 Million
Q3 2023

Nov 14, 2023
BUY
$40.98 - $43.29 $816,608 - $862,639
19,927 Added 5.29%
396,749 $16.3 Million
Q2 2023

Aug 11, 2023
BUY
$42.82 - $44.21 $506,517 - $522,960
11,829 Added 3.24%
376,822 $16.2 Million
Q1 2023

May 05, 2023
BUY
$42.28 - $44.54 $1.35 Million - $1.42 Million
31,968 Added 9.6%
364,993 $16 Million
Q4 2022

Feb 10, 2023
SELL
$41.03 - $43.91 $1.9 Million - $2.03 Million
-46,308 Reduced 12.21%
333,025 $14.2 Million
Q3 2022

Nov 10, 2022
BUY
$41.86 - $46.13 $819,618 - $903,225
19,580 Added 5.44%
379,333 $16 Million
Q2 2022

Jul 29, 2022
SELL
$43.49 - $47.16 $1.27 Million - $1.38 Million
-29,220 Reduced 7.51%
359,753 $16.1 Million
Q1 2022

May 12, 2022
BUY
$46.91 - $50.14 $662,087 - $707,675
14,114 Added 3.77%
388,973 $18.4 Million
Q4 2021

Feb 04, 2022
SELL
$50.33 - $51.23 $220,596 - $224,541
-4,383 Reduced 1.16%
374,859 $18.9 Million
Q3 2021

Oct 25, 2021
BUY
$51.15 - $51.81 $1.16 Million - $1.18 Million
22,744 Added 6.38%
379,242 $19.4 Million
Q2 2021

Aug 13, 2021
BUY
$50.97 - $51.53 $735,700 - $743,784
14,434 Added 4.22%
356,498 $18.3 Million
Q1 2021

May 05, 2021
BUY
$50.88 - $52.32 $606,082 - $623,235
11,912 Added 3.61%
342,064 $17.4 Million
Q4 2020

Feb 11, 2021
BUY
$51.98 - $52.47 $408,302 - $412,151
7,855 Added 2.44%
330,152 $17.3 Million
Q3 2020

Nov 12, 2020
BUY
$52.03 - $52.72 $921,243 - $933,460
17,706 Added 5.81%
322,297 $16.9 Million
Q2 2020

Aug 14, 2020
BUY
$50.67 - $52.28 $322,666 - $332,919
6,368 Added 2.14%
304,591 $15.9 Million
Q1 2020

May 13, 2020
BUY
$48.92 - $52.14 $118,582 - $126,387
2,424 Added 0.82%
298,223 $15.3 Million
Q4 2019

Feb 12, 2020
BUY
$50.32 - $50.95 $278,521 - $282,008
5,535 Added 1.91%
295,799 $15 Million
Q3 2019

Nov 13, 2019
BUY
$50.4 - $50.84 $360,763 - $363,912
7,158 Added 2.53%
290,264 $14.7 Million
Q2 2019

Jul 19, 2019
BUY
N/A
8,312 Added 3.02%
283,106 $14.2 Million
Q1 2019

May 01, 2019
BUY
N/A
65,190 Added 31.1%
274,794 $13.6 Million
Q4 2018

Feb 05, 2019
SELL
N/A
-51,485 Reduced 19.72%
209,604 $10.1 Million
Q3 2018

Nov 07, 2018
BUY
N/A
9,537 Added 3.79%
261,089 $12.5 Million
Q2 2018

Jul 31, 2018
BUY
N/A
248,064 Added 7111.93%
251,552 $12 Million
Q1 2018

Apr 05, 2018
SELL
N/A
-255,362 Reduced 98.65%
3,488 $473,000
Q4 2017

Feb 09, 2018
SELL
N/A
-8 Reduced -0.0%
258,850 $12.9 Million
Q3 2017

Nov 09, 2017
BUY
N/A
71,730 Added 38.33%
258,858 $12.9 Million
Q2 2017

Aug 11, 2017
BUY
N/A
187,128
187,128 $9.27 Million

Others Institutions Holding IMTB

# of Institutions
58
Shares Held
5.06M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IMTB Quotes by TradingView
  • Ticker IMTB
  • Sector ETFs
  • Industry ETFs
More about IMTB
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.

Choose your preferred platform and Sign Up 👇 Telegram Email