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

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

$3.31 Billion
Q1 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

753

Shares Held

473M

Call Options Held

8.6K

Put Options Held

11.3K

Black Rock Inc. New York, NY

262M
Shares

$18.1 Billion
0.42% of portfolio
Acorns Advisers, LLC Irvine, CA

28.9M
Shares

$2 Billion
21.92% of portfolio
Alliancebernstein L.P. New York, NY

22.2M
Shares

$1.53 Billion
0.55% of portfolio
Envestnet Asset Management Inc

10.8M
Shares

$748 Million
0.28% of portfolio
Bank Of America Corp Charlotte, NC

7.44M
Shares

$514 Million
0.05% of portfolio

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