Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr Russell 1000 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 Tr Russell 1000 ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 6,130 shares of IWB stock, worth $2.03 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,130
Previous 5,723 7.11%
Holding current value
$2.03 Million
Previous $1.8 Million 9.73%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 21, 2025
BUY
$311.11 - $335.64 $126,621 - $136,605
407 Added 7.11%
6,130 $1.97 Million
Q3 2024

Oct 31, 2024
BUY
$283.28 - $314.39 $283 - $314
1 Added 0.02%
5,723 $1.8 Million
Q2 2024

Aug 09, 2024
SELL
$272.21 - $298.72 $4,355 - $4,779
-16 Reduced 0.28%
5,722 $1.7 Million
Q1 2024

May 06, 2024
BUY
$257.46 - $288.1 $173,528 - $194,179
674 Added 13.31%
5,738 $1.65 Million
Q4 2023

Feb 06, 2024
SELL
$225.16 - $263.17 $107,401 - $125,532
-477 Reduced 8.61%
5,064 $1.33 Million
Q3 2023

Nov 02, 2023
SELL
$234.05 - $252.17 $14,043 - $15,130
-60 Reduced 1.07%
5,541 $1.3 Million
Q1 2023

May 09, 2023
SELL
$208.78 - $230.55 $62,634 - $69,165
-300 Reduced 5.08%
5,601 $1.26 Million
Q3 2022

Nov 02, 2022
SELL
$197.33 - $237.63 $73,801 - $88,873
-374 Reduced 5.96%
5,901 $1.16 Million
Q2 2022

Aug 02, 2022
SELL
$201.03 - $253.2 $42,216 - $53,172
-210 Reduced 3.24%
6,275 $1.3 Million
Q1 2022

May 13, 2022
SELL
$230.48 - $266.11 $10,832 - $12,507
-47 Reduced 0.72%
6,485 $1.62 Million
Q4 2021

Feb 14, 2022
SELL
$241.33 - $266.02 $42,474 - $46,819
-176 Reduced 2.62%
6,532 $1.73 Million
Q3 2021

Nov 02, 2021
BUY
$239.32 - $255.42 $104,343 - $111,363
436 Added 6.95%
6,708 $1.62 Million
Q2 2021

Aug 12, 2021
SELL
$226.48 - $242.11 $6,794 - $7,263
-30 Reduced 0.48%
6,272 $1.52 Million
Q4 2020

Feb 12, 2021
SELL
$182.85 - $211.84 $35,290 - $40,885
-193 Reduced 2.97%
6,302 $1.34 Million
Q3 2020

Nov 12, 2020
SELL
$172.79 - $199.44 $34,730 - $40,087
-201 Reduced 3.0%
6,495 $1.22 Million
Q2 2020

Aug 12, 2020
SELL
$135.3 - $179.75 $21,512 - $28,580
-159 Reduced 2.32%
6,696 $1.15 Million
Q1 2020

May 11, 2020
SELL
$122.99 - $188.06 $93,349 - $142,737
-759 Reduced 9.97%
6,855 $970,000
Q4 2019

Feb 13, 2020
SELL
$159.7 - $178.97 $11,338 - $12,706
-71 Reduced 0.92%
7,614 $1.36 Million
Q3 2019

Nov 13, 2019
BUY
$163.68 - $167.08 $354,530 - $361,895
2,166 Added 39.25%
7,685 $1.27 Million
Q4 2018

Feb 13, 2019
BUY
N/A
2,000 Added 56.83%
5,519 $765,000
Q3 2018

Nov 13, 2018
BUY
N/A
1,500 Added 74.29%
3,519 $569,000
Q4 2017

Feb 12, 2018
BUY
N/A
2,019
2,019 $300,000

Others Institutions Holding IWB

# of Institutions
1,431
Shares Held
94.5M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email