Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Core S&P Total U.S. St Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,140 shares of ITOT stock, worth $535,177. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,140
Previous 4,138
0.05%
Holding current value
$535,177
Previous $519,000
2.5%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding ITOT
# of Institutions
1,538Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$7.15 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$6.3 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.53 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.36 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.17 Billion0.41% of portfolio