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
- $4.37 Billion
- Q2 2025
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 23,769 shares of IVW stock, worth $2.85 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
23,769
Previous 12,886
84.46%
Holding current value
$2.85 Million
Previous $1.2 Million
118.73%
% of portfolio
0.06%
Previous 0.03%
Shares
25 transactions
Others Institutions Holding IVW
# of Institutions
2,101Shares Held
423MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.43 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.25 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.07 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.24 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.23 Billion0.72% of portfolio