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

206

Shares Held

8.9M

Call Options Held

Put Options Held

Ubs Group Ag

1.26M
Shares

$102 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$96.3 Million
0.01% of portfolio
Rmg Wealth Management LLC Platteville, WI

1.08M
Shares

$87.3 Million
13.48% of portfolio
Lpl Financial LLC Fort Mill, SC

454K
Shares

$36.6 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

382K
Shares

$30.8 Million
0.04% of portfolio

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