Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Russell Mid Cap Growth Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$100.66 - $114.14 $182,697 - $207,164	1,815 New	1,815 $207,000
Q1 2022 May 13, 2022	SELL	$89.52 - $114.03 $160,061 - $203,885	-1,788 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$109.39 - $119.47 $195,589 - $213,612	1,788 New	1,788 $200,000

Others Institutions Holding IWP

# of Institutions

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

Tiaa, Fsb St. Louis, MO

11.2M
Shares

$1.46 Billion
3.93% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$1.4 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

7.13M
Shares

$926 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

5M
Shares

$650 Million
0.14% of portfolio
Jones Financial Companies Lllp

4.4M
Shares

$572 Million
0.53% of portfolio

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