Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Core S&P U.S. Value Et Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 5,010 shares of IUSV stock, worth $477,903. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,010
Previous 5,010
-0.0%
Holding current value
$477,903
Previous $478,000
2.93%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
770Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.83 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$883 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$444 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$421 Million0.14% of portfolio