Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Ishares Tr cmn shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Ishares Tr cmn

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All positions including Ishares Tr cmn held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 183k 101.32
2024-06-30 $19M 186k 99.49
2024-03-31 $19M 192k 99.43
2023-12-31 $18M 187k 98.59
2023-09-30 $19M 197k 96.92
2023-06-30 $25M 252k 97.60
2023-03-31 $26M 263k 99.23
2022-12-31 $19M 191k 96.96
2022-09-30 $8.7M 90k 96.11
2022-06-30 $2.7M 27k 101.43
2022-03-31 $2.2M 21k 104.96
2021-12-31 $1.3M 12k 105.92
2021-09-30 $1.3M 12k 105.62
2021-06-30 $1.5M 14k 106.32
2021-03-31 $1.2M 11k 105.74
2020-12-31 $1.4M 13k 104.44
2020-09-30 $1.3M 13k 104.03
2020-06-30 $1.2M 12k 102.43
2020-03-31 $1.3M 13k 99.87
2019-12-31 $913k 9.1k 100.71
2019-09-30 $908k 9.1k 100.12
2019-06-30 $912k 9.1k 100.56
2019-03-31 $969k 9.7k 99.67
2018-12-31 $677k 6.9k 98.02
2018-09-30 $392k 4.0k 98.82
2018-06-30 $584k 5.9k 99.62
2018-03-31 $580k 9.3k 62.64
2016-12-31 $206k 2.0k 100.64

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Ishares Tr cmn

BlackRock
Modera Wealth Management
BlackRock
Comprehensive Portfolio Management
LPL Financial
Morgan Stanley
Bank of America Corporation
Modern Wealth Management
Partners Capital Investment Group
Wealthcare Advisory Partners
O'shaughnessy Asset Management
Financeware
YCMNET Advisors
State Street Corporation
AlTi Global

View all funds holding Ishares Tr cmn