Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.65 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$64.57 - $75.32 $207,786 - $242,379	-3,218 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$65.59 - $76.08 $211,068 - $244,825	3,218 New	3,218 $245,000

Others Institutions Holding ICF

# of Institutions

382

Shares Held

22M

Call Options Held

31.4K

Put Options Held

3.9K

Northwestern Mutual Wealth Management CO

1.95M
Shares

$120 Million
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

1.57M
Shares

$96.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$94.2 Million
0.01% of portfolio
Black Rock Inc. New York, NY

1.53M
Shares

$94 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

805K
Shares

$49.5 Million
0.0% of portfolio

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