Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.85 Billion
- Q1 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 190,663 shares of STIP stock, worth $19.6 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
190,663
Previous 196,070
2.76%
Holding current value
$19.6 Million
Previous $19.7 Million
0.02%
% of portfolio
0.51%
Previous 0.54%
Shares
29 transactions
Others Institutions Holding STIP
# of Institutions
726Shares Held
65.1MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio