Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.37 Billion
- Q2 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 67,285 shares of IDV stock, worth $1.99 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
67,285
Previous 70,816
4.99%
Holding current value
$1.99 Million
Previous $1.99 Million
6.25%
% of portfolio
0.06%
Previous 0.06%
Shares
19 transactions
Others Institutions Holding IDV
# of Institutions
462Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$321 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$217 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$196 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$108 Million0.03% of portfolio