Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 12,738 shares of IVW stock, worth $1.18 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,738
Previous 9,498
34.11%
Holding current value
$1.18 Million
Previous $909,000
42.24%
% of portfolio
0.04%
Previous 0.03%
Shares
23 transactions
Others Institutions Holding IVW
# of Institutions
2,014Shares Held
425MCall Options Held
183KPut Options Held
101K-
Envestnet Asset Management Inc45.7MShares$4.23 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.15 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.02 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.72 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.66 Billion0.77% of portfolio