Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares S&P 500 Value ETF Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.85 Billion
- Q1 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,070 shares of IVE stock, worth $769,189. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,070
Previous 3,788
7.44%
Holding current value
$769,189
Previous $723,000
7.19%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.52 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.36 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.61 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.62 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.32 Billion0.54% of portfolio