Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Msci Usa Min Vol Facto 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
Q3 2019 Nov 13, 2019	SELL	$61.12 - $64.69 $257,620 - $272,668	-4,215 Closed	0 $0
Q2 2019 Aug 12, 2019	BUY	$58.77 - $62.47 $247,715 - $263,311	4,215 New	4,215 $260,000

Others Institutions Holding USMV

# of Institutions

1,283

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.95 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.46 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$917 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$887 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$480 Million
0.22% of portfolio

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