Destination Wealth Management Ishares Tr Transaction History
Destination Wealth Management
- $3.3 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding IYJ
# of Institutions
354Shares Held
8.09MCall Options Held
9.2KPut Options Held
2.8K-
Laurel Wealth Advisors LLC Charlotte, NC1.76MShares$259 Million0.18% of portfolio
-
Morgan Stanley New York, NY837KShares$123 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$90.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA437KShares$64.3 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ341KShares$50.2 Million1.01% of portfolio