Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr Transaction History

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

$4.37 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$61.54 - $72.2 $198,528 - $232,917	-3,226 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$68.64 - $74.15 $221,432 - $239,207	3,226 New	3,226 $229,000

Others Institutions Holding IXUS

# of Institutions

940

Shares Held

511M

Call Options Held

5.6K

Put Options Held

7.3K

Black Rock Inc. New York, NY

265M
Shares

$22 Billion
0.41% of portfolio
Acorns Advisers, LLC Irvine, CA

35M
Shares

$2.91 Billion
23.2% of portfolio
Alliancebernstein L.P. New York, NY

22.4M
Shares

$1.86 Billion
0.6% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$1 Billion
0.31% of portfolio
Factory Mutual Insurance CO Waltham, MA

8.3M
Shares

$690 Million
7.14% of portfolio

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