Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Core S&P Mid Cap ETF 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 Mid Cap ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 20,044 shares of IJH stock, worth $1.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,044
Previous 14,114 42.02%
Holding current value
$1.3 Million
Previous $879,000 41.98%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 21, 2025
BUY
$61.68 - $67.87 $365,762 - $402,469
5,930 Added 42.02%
20,044 $1.25 Million
Q3 2024

Oct 31, 2024
BUY
$57.32 - $62.65 $50,441 - $55,132
880 Added 6.65%
14,114 $879,000
Q2 2024

Aug 09, 2024
SELL
$56.43 - $60.79 $98,752 - $106,382
-1,750 Reduced 11.68%
13,234 $774,000
Q1 2024

May 06, 2024
BUY
$56.98 - $284.98 $673,731 - $3.37 Million
11,824 Added 374.18%
14,984 $910,000
Q4 2023

Feb 06, 2024
SELL
$232.04 - $279.85 $31,557 - $38,059
-136 Reduced 4.13%
3,160 $875,000
Q3 2023

Nov 02, 2023
SELL
$246.15 - $272.4 $13,045 - $14,437
-53 Reduced 1.58%
3,296 $821,000
Q2 2023

Aug 11, 2023
SELL
$240.22 - $261.48 $78,311 - $85,242
-326 Reduced 8.87%
3,349 $875,000
Q1 2023

May 09, 2023
BUY
$237.25 - $271.72 $55,991 - $64,125
236 Added 6.86%
3,675 $919,000
Q4 2022

Feb 07, 2023
SELL
$44.74 - $257.0 $447 - $2,570
-10 Reduced 0.29%
3,439 $831,000
Q3 2022

Nov 02, 2022
SELL
$43.85 - $263.28 $4,385 - $26,327
-100 Reduced 2.82%
3,449 $756,000
Q2 2022

Aug 02, 2022
SELL
$219.07 - $270.08 $46,004 - $56,716
-210 Reduced 5.59%
3,549 $803,000
Q1 2022

May 13, 2022
SELL
$251.21 - $285.37 $121,334 - $137,833
-483 Reduced 11.39%
3,759 $1.01 Million
Q4 2021

Feb 14, 2022
BUY
$265.81 - $290.54 $178,358 - $194,952
671 Added 18.79%
4,242 $1.2 Million
Q3 2021

Nov 02, 2021
BUY
$256.44 - $277.04 $366,709 - $396,167
1,430 Added 66.79%
3,571 $939,000
Q2 2021

Aug 12, 2021
BUY
$260.21 - $276.38 $122,038 - $129,622
469 Added 28.05%
2,141 $575,000
Q1 2021

May 17, 2021
SELL
$226.3 - $267.93 $27,608 - $32,687
-122 Reduced 6.8%
1,672 $435,000
Q4 2020

Feb 12, 2021
BUY
$187.77 - $230.69 $70,413 - $86,508
375 Added 26.43%
1,794 $412,000
Q3 2020

Nov 12, 2020
BUY
$174.43 - $196.49 $247,516 - $278,819
1,419 New
1,419 $263,000
Q2 2020

Aug 12, 2020
SELL
$133.18 - $194.42 $220,013 - $321,181
-1,652 Closed
0 $0
Q1 2020

May 11, 2020
BUY
$121.75 - $210.58 $22,158 - $38,325
182 Added 12.38%
1,652 $238,000
Q4 2019

Feb 13, 2020
BUY
$185.78 - $206.16 $5,759 - $6,390
31 Added 2.15%
1,470 $303,000
Q3 2019

Nov 13, 2019
BUY
$183.17 - $198.52 $10,990 - $11,911
60 Added 4.35%
1,439 $278,000
Q2 2019

Aug 12, 2019
SELL
$181.14 - $198.0 $1,449 - $1,584
-8 Reduced 0.58%
1,379 $268,000
Q1 2019

May 13, 2019
BUY
$162.83 - $193.4 $23,773 - $28,236
146 Added 11.76%
1,387 $263,000
Q1 2018

May 14, 2018
BUY
$179.89 - $199.21 $179,890 - $199,210
1,000 Added 414.94%
1,241 $233,000
Q1 2018

May 14, 2018
SELL
$179.89 - $199.21 $217,666 - $241,044
-1,210 Reduced 83.39%
241 $233,000
Q4 2017

Feb 12, 2018
BUY
$180.58 - $190.73 $53,271 - $56,265
295 Added 25.52%
1,451 $275,000
Q3 2017

Nov 13, 2017
SELL
$176.74 - $178.9 $4,065 - $4,114
-23 Reduced 1.95%
1,156 $207,000
Q2 2017

Aug 10, 2017
BUY
N/A
1,179
1,179 $205,000

Others Institutions Holding IJH

# of Institutions
2,514
Shares Held
1.06B
Call Options Held
888K
Put Options Held
55.6K
View Full List

About ISHARES CORE S&P MID-CAP ETF

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