Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Core S&P U.S. Value Et Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 5,723 shares of IUSV stock, worth $566,977. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,723
Previous 5,010
14.23%
Holding current value
$566,977
Previous $462,000
17.1%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IUSV
# of Institutions
814Shares Held
183MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.37 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio