Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares S&P Midcap 400 Growth Transaction History

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

$4.91 Billion
Q3 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$84.85 - $91.12 $229,094 - $246,024	2,700 New	2,700 $237,000

Others Institutions Holding IJK

# of Institutions

997

Shares Held

64.4M

Call Options Held

6.5K

Put Options Held

Morgan Stanley New York, NY

7.17M
Shares

$677 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

6.06M
Shares

$572 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.58M
Shares

$338 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

2.19M
Shares

$207 Million
0.03% of portfolio
Ubs Group Ag

2.15M
Shares

$203 Million
0.03% of portfolio

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