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

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

$3.55 Billion
Q3 2024

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

806

Shares Held

480M

Call Options Held

12K

Put Options Held

6.7K

Black Rock Inc. New York, NY

265M
Shares

$18 Billion
0.41% of portfolio
Acorns Advisers, LLC Irvine, CA

31M
Shares

$2.11 Billion
22.28% of portfolio
Alliancebernstein L.P. New York, NY

23.1M
Shares

$1.57 Billion
0.58% of portfolio
Envestnet Asset Management Inc

11.4M
Shares

$774 Million
0.27% of portfolio
Factory Mutual Insurance CO Waltham, MA

8M
Shares

$544 Million
6.12% of portfolio

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