Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Morningstar U.S. Equit Transaction History

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

$3.65 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	N/A	-1,600 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	1,600 New	1,600 $245,000

Others Institutions Holding ILCB

# of Institutions

182

Shares Held

5.61M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

509K
Shares

$42.9 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

437K
Shares

$36.9 Million
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

413K
Shares

$34.8 Million
0.01% of portfolio
Advisor Shares Investments LLC Bethesda, MD

372K
Shares

$31.4 Million
5.84% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$30.7 Million
0.01% of portfolio

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