Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Russell 1000 Val ETF Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 5,300 shares of IWD stock, worth $1.05 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,300
Previous 5,245
1.05%
Holding current value
$1.05 Million
Previous $915,000
9.84%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.76 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.3 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.01 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.85 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.7 Billion0.13% of portfolio