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 457,236 shares of IMTB stock, worth $20.3 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
457,236
Previous 452,304
1.09%
Holding current value
$20.3 Million
Previous $19.6 Million
1.63%
% of portfolio
0.6%
Previous 0.62%
Shares
33 transactions
Others Institutions Holding IMTB
# of Institutions
54Shares Held
4.95MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.17MShares$51.9 Million0.08% of portfolio
-
Octavia Wealth Advisors, LLC581KShares$25.8 Million2.91% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$22.4 Million3.9% of portfolio
-
Wealth Enhancement Advisory Services, LLC457KShares$20.3 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC283KShares$12.6 Million0.0% of portfolio