Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Morningstar Mid Cap Et Transaction History

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

$4.37 Billion
Q2 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$68.79 - $76.02 $200,316 - $221,370	2,912 New	2,912 $221,000

Others Institutions Holding IMCB

# of Institutions

202

Shares Held

8.91M

Call Options Held

Put Options Held

Ubs Group Ag

1.31M
Shares

$108 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.25M
Shares

$103 Million
0.01% of portfolio
Rmg Wealth Management LLC Platteville, WI

1.08M
Shares

$89.1 Million
13.48% of portfolio
Lpl Financial LLC Fort Mill, SC

499K
Shares

$41 Million
0.01% of portfolio
Means Investment Co., Inc.

319K
Shares

$26.2 Million
2.43% of portfolio

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