Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr 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 Tr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 19,330 shares of IEFA stock, worth $1.46 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,330
Previous 18,390 5.11%
Holding current value
$1.46 Million
Previous $1.44 Million 5.37%
% of portfolio
0.04%
Previous 0.04%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$70.06 - $77.43 $65,856 - $72,784
940 Added 5.11%
19,330 $1.36 Million
Q3 2024

Oct 31, 2024
SELL
$70.09 - $78.74 $665,294 - $747,400
-9,492 Reduced 34.04%
18,390 $1.44 Million
Q2 2024

Aug 09, 2024
BUY
$70.77 - $76.19 $495,319 - $533,253
6,999 Added 33.52%
27,882 $2.03 Million
Q1 2024

May 06, 2024
BUY
$68.14 - $74.43 $657,959 - $718,696
9,656 Added 86.01%
20,883 $1.55 Million
Q4 2023

Feb 06, 2024
BUY
$61.3 - $70.47 $146,568 - $168,493
2,391 Added 27.06%
11,227 $789,000
Q3 2023

Nov 02, 2023
BUY
$64.04 - $69.58 $79,985 - $86,905
1,249 Added 16.46%
8,836 $568,000
Q2 2023

Aug 11, 2023
SELL
$66.03 - $69.1 $14,064 - $14,718
-213 Reduced 2.73%
7,587 $512,000
Q1 2023

May 09, 2023
SELL
$62.17 - $67.7 $2,175 - $2,369
-35 Reduced 0.45%
7,800 $521,000
Q4 2022

Feb 07, 2023
SELL
$52.35 - $63.65 $260,807 - $317,104
-4,982 Reduced 38.87%
7,835 $482,000
Q3 2022

Nov 02, 2022
SELL
$52.32 - $63.1 $347,352 - $418,920
-6,639 Reduced 34.12%
12,817 $675,000
Q2 2022

Aug 02, 2022
SELL
$57.91 - $70.46 $49,223 - $59,890
-850 Reduced 4.19%
19,456 $1.15 Million
Q1 2022

May 13, 2022
BUY
$63.26 - $75.48 $416,250 - $496,658
6,580 Added 47.94%
20,306 $1.41 Million
Q4 2021

Feb 14, 2022
BUY
$72.36 - $77.76 $108,540 - $116,640
1,500 Added 12.27%
13,726 $1.03 Million
Q3 2021

Nov 02, 2021
SELL
$72.98 - $78.2 $124,430 - $133,331
-1,705 Reduced 12.24%
12,226 $908,000
Q2 2021

Aug 12, 2021
BUY
$73.11 - $77.88 $84,368 - $89,873
1,154 Added 9.03%
13,931 $1.04 Million
Q1 2021

May 17, 2021
BUY
$68.58 - $73.12 $245,653 - $261,915
3,582 Added 38.96%
12,777 $921,000
Q4 2020

Feb 12, 2021
BUY
$58.13 - $69.71 $176,133 - $211,221
3,030 Added 49.15%
9,195 $635,000
Q3 2020

Nov 12, 2020
BUY
$57.43 - $62.28 $746 - $809
13 Added 0.21%
6,165 $372,000
Q2 2020

Aug 12, 2020
SELL
$47.43 - $60.75 $105,531 - $135,168
-2,225 Reduced 26.56%
6,152 $352,000
Q1 2020

May 11, 2020
SELL
$43.31 - $66.12 $98,097 - $149,761
-2,265 Reduced 21.28%
8,377 $418,000
Q4 2019

Feb 13, 2020
BUY
$59.36 - $65.51 $142,285 - $157,027
2,397 Added 29.07%
10,642 $694,000
Q3 2019

Nov 13, 2019
SELL
$57.44 - $62.42 $74,729 - $81,208
-1,301 Reduced 13.63%
8,245 $504,000
Q2 2019

Aug 12, 2019
SELL
$59.39 - $62.73 $35,990 - $38,014
-606 Reduced 5.97%
9,546 $586,000
Q4 2018

Feb 13, 2019
SELL
$53.06 - $64.19 $11,407 - $13,800
-215 Reduced 2.07%
10,152 $558,000
Q3 2018

Nov 13, 2018
SELL
$61.82 - $65.16 $11,745 - $12,380
-190 Reduced 1.8%
10,367 $664,000
Q2 2018

Aug 13, 2018
SELL
$62.74 - $67.79 $184,079 - $198,895
-2,934 Reduced 21.75%
10,557 $669,000
Q1 2018

May 14, 2018
BUY
$64.18 - $70.84 $225,913 - $249,356
3,520 Added 35.3%
13,491 $889,000
Q1 2018

May 14, 2018
SELL
$64.18 - $70.84 $52,178 - $57,592
-813 Reduced 7.54%
9,971 $889,000
Q4 2017

Feb 12, 2018
BUY
$64.09 - $66.44 $18,073 - $18,736
282 Added 2.69%
10,784 $713,000
Q3 2017

Nov 13, 2017
SELL
$62.19 - $64.17 $6,219 - $6,417
-100 Reduced 0.94%
10,502 $674,000
Q2 2017

Aug 10, 2017
BUY
N/A
10,602
10,602 $646,000

Others Institutions Holding IEFA

# of Institutions
2,159
Shares Held
1.51B
Call Options Held
86.4K
Put Options Held
6.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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