Destination Wealth Management Ishares Morningstar Value ETF Transaction History
Destination Wealth Management
- $3.51 Billion
- Q3 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 $239,988. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,608
Previous 2,608
-0.0%
Holding current value
$239,988
Previous $217,000
7.83%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
190Shares Held
9.48MCall Options Held
117KPut Options Held
0-
Bank Of America Corp Charlotte, NC826KShares$76 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY729KShares$67 Million0.51% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA663KShares$61 Million2.65% of portfolio
-
Matrix Trust CO661KShares$60.8 Million9.32% of portfolio
-
Ubs Group Ag536KShares$49.3 Million0.01% of portfolio