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

$4.37 Billion
Q2 2025

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

193

Shares Held

5.45M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

526K
Shares

$48.5 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

494K
Shares

$45.6 Million
0.01% of portfolio
Exchange Traded Concepts, LLC

471K
Shares

$43.4 Million
0.42% of portfolio
Equitable Holdings, Inc. New York, NY

384K
Shares

$35.4 Million
0.29% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

269K
Shares

$24.8 Million
0.04% of portfolio

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