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
- $3.65 Billion
- Q4 2024
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 3,788 shares of IVE stock, worth $737,220. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,788
Previous 3,729
1.58%
Holding current value
$737,220
Previous $735,000
1.63%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding IVE
# of Institutions
1,598Shares Held
141MCall Options Held
83.1KPut Options Held
27.9K-
Jpmorgan Chase & CO New York, NY17MShares$3.31 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.52 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.44 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.55 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio