Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Russell Midcap Value E Transaction History

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

  • $4.91 Billion
  • Q3 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 2,697 shares of IWS stock, worth $371,781. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,697
Previous 2,664 1.24%
Holding current value
$371,781
Previous $352,000 6.82%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$132.83 - $140.61 $4,383 - $4,640
33 Added 1.24%
2,697 $376,000
Q2 2025

Jul 21, 2025
BUY
$110.58 - $132.14 $27,423 - $32,770
248 Added 10.26%
2,664 $352,000
Q1 2025

May 08, 2025
BUY
$122.59 - $135.24 $296,177 - $326,739
2,416 New
2,416 $304,000
Q1 2022

May 13, 2022
SELL
$112.23 - $123.59 $229,173 - $252,370
-2,042 Closed
0 $0
Q3 2021

Nov 02, 2021
BUY
$110.67 - $119.04 $442 - $476
4 Added 0.2%
2,042 $231,000
Q2 2021

Aug 12, 2021
BUY
$110.51 - $117.85 $1,657 - $1,767
15 Added 0.74%
2,038 $234,000
Q1 2021

May 17, 2021
BUY
$95.27 - $111.97 $192,731 - $226,515
2,023 New
2,023 $221,000
Q1 2020

May 11, 2020
SELL
$54.38 - $96.81 $185,109 - $329,541
-3,404 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$86.25 - $94.77 $293,595 - $322,597
3,404 New
3,404 $323,000

Others Institutions Holding IWS

# of Institutions
1,061
Shares Held
93.6M
Call Options Held
17.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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