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
- $3.37 Billion
- Q2 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 17,261 shares of IWN stock, worth $2.85 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
17,261
Previous 17,761
2.82%
Holding current value
$2.85 Million
Previous $2.82 Million
6.81%
% of portfolio
0.08%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding IWN
# of Institutions
998Shares Held
59.5MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$810 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$434 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$412 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$408 Million0.44% of portfolio