Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Russell2000 Val 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 Russell2000 Val ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 16,826 shares of IWN stock, worth $2.6 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,826
Previous 17,278
2.62%
Holding current value
$2.6 Million
Previous $2.88 Million
4.16%
% of portfolio
0.08%
Previous 0.08%
Shares
23 transactions
Others Institutions Holding IWN
# of Institutions
1,150Shares Held
60.2MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.04 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$848 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$423 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$422 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$386 Million1.27% of portfolio