Destination Wealth Management

Position in IDU — iShares U.S. Utilities ETF

CIK 1278573 WALNUT CREEK, CA

All Filings in IDU

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 IDU	$70,391,687	606,250	-0.4%	Shares	Sole	2026-05-15
2025-12-31 IDU	$65,941,286	608,539	-0.4%	Shares	Sole	2026-02-13
2025-09-30 IDU	$67,728,071	610,713	-0.5%	Shares	Sole	2025-11-14
2025-06-30 IDU	$64,215,182	614,088	-0.8%	Shares	Sole	2025-08-14
2025-03-31 IDU	$62,754,740	618,761	-0.5%	Shares	Sole	2025-05-15
2024-12-31 IDU	$59,804,424	621,603	-2.4%	Shares	Sole	2025-02-07
2024-09-30 IDU	$64,942,565	636,567	-1.0%	Shares	Sole	2024-11-25
2024-06-30 IDU	$56,518,352	643,131	-1.4%	Shares	Sole	2024-07-25
2024-03-31 IDU	$55,156,906	652,590	+4.1%	Shares	Sole	2024-05-14
2023-12-31 IDU	$50,086,695	626,632	-1.1%	Shares	Sole	2024-02-14
2023-09-30 IDU	$46,601,451	633,344	+1.4%	Shares	Sole	2023-11-14
2023-06-30 IDU	$51,058,188	624,565	+1.1%	Shares	Sole	2023-08-11
2023-03-31 IDU	$51,736,630	618,046	+1.4%	Shares	Sole	2023-05-05
2022-12-31 IDU	$52,734,706	609,368	-1.4%	Shares	Sole	2023-02-13
2022-09-30 IDU	$50,162,192	618,294	-3.7%	Shares	Sole	2022-11-14
2022-06-30 IDU	$54,981,564	642,308	-4.8%	Shares	Sole	2022-07-29
2022-03-31 IDU	$61,381,502	674,522	-0.6%	Shares	Sole	2022-05-12
2021-12-31 IDU	$59,997,721	678,477	+1.4%	Shares	Sole	2022-02-04
2021-09-30 IDU	$52,815,912	669,064	+2.6%	Shares	Sole	2021-10-25
2021-06-30 IDU	$51,170,068	651,848	+1.8%	Shares	Sole	2021-08-13
2021-03-31 IDU	$50,927,390	640,113	+1.6%	Shares	Sole	2021-05-05
2020-12-31 IDU	$48,875,816	629,843	+103.9%	Shares	Sole	2021-02-11
2020-09-30 IDU	$22,547,751	308,831	+3.1%	Shares	Sole	2020-11-12
2020-06-30 IDU	$21,002,100	299,602	+5.2%	Shares	Sole	2020-08-14
2020-03-31 IDU	$19,661,047	284,757	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.