Empirical Asset Management, LLC Ishares Russell 2000 ETF Transaction History

Empirical Asset Management, LLC

$293 Billion
Q1 2025

A detailed history of Empirical Asset Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Empirical Asset Management, LLC holds 7,762 shares of IWM stock, worth $1.62 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

7,762

Previous 8,498 8.66%

Holding current value

$1.62 Million

Previous $1.88 Million 82394.62%

% of portfolio

0.53%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$198.1 - $229.79 $145,801 - $169,125	-736 Reduced 8.66%	7,762 $1.55 Billion
Q4 2024 Jan 15, 2025	BUY	$216.13 - $242.4 $86,884 - $97,444	402 Added 4.97%	8,498 $1.88 Million
Q3 2024 Oct 11, 2024	BUY	$200.87 - $224.6 $631,937 - $706,591	3,146 Added 63.56%	8,096 $1.79 Million
Q2 2024 Aug 09, 2024	SELL	$192.84 - $209.44 $10.7 Million - $11.6 Million	-55,617 Reduced 91.83%	4,950 $1 Million
Q1 2024 May 10, 2024	BUY	$189.48 - $210.3 $11.5 Million - $12.7 Million	60,567 New	60,567 $12.7 Million
Q1 2022 May 06, 2022	SELL	$191.52 - $225.32 $174,091 - $204,815	-909 Closed	0 $0
Q4 2021 May 06, 2022	BUY	$212.12 - $242.56 $192,817 - $220,487	909 New	909 $202,000

Others Institutions Holding IWM

# of Institutions

2,858

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Empirical Asset Management, LLC Ishares Russell 2000 ETF Transaction History