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

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

$3.37 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 02, 2021	SELL	$21.65 - $23.79 $31,132 - $34,210	-1,438 Reduced 12.1%	10,451 $226,000
Q2 2021 Aug 12, 2021	BUY	$20.71 - $24.62 $9,070 - $10,783	438 Added 3.82%	11,889 $279,000
Q1 2021 May 17, 2021	BUY	$22.27 - $33.41 $255,013 - $382,577	11,451 New	11,451 $278,000

Others Institutions Holding ICLN

# of Institutions

557

Shares Held

47.1M

Call Options Held

3.09M

Put Options Held

Bank Of America Corp Charlotte, NC

6.35M
Shares

$84.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.65M
Shares

$48.6 Million
0.0% of portfolio
Ubs Group Ag

2.75M
Shares

$36.6 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

2.26M
Shares

$30.1 Million
0.03% of portfolio
Total Wealth Planning, LLC

1.51M
Shares

$20.1 Million
3.66% of portfolio

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