Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Morningstar U.S. Equit Transaction History

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

$3.31 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	N/A	-1,600 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	1,600 New	1,600 $245,000

Others Institutions Holding ILCB

# of Institutions

158

Shares Held

4.21M

Call Options Held

Put Options Held

Equitable Holdings, Inc. New York, NY

457K
Shares

$35 Million
0.39% of portfolio
Ameriprise Financial Inc Minneapolis, MN

455K
Shares

$34.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

438K
Shares

$33.5 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

213K
Shares

$16.3 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

185K
Shares

$14.2 Million
0.01% of portfolio

View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
Sector ETFs
Industry ETFs

More about ILCB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Account