Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Invesco Et Self Idxd Fd Tr Bul Transaction History

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

$3.37 Billion
Q2 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$21.17 - $21.26 $28,219 - $28,339	-1,333 Reduced 1.15%	114,531 $2.43 Million
Q2 2023 Aug 11, 2023	SELL	$21.08 - $21.2 $101,057 - $101,632	-4,794 Reduced 3.97%	115,864 $2.45 Million
Q1 2023 May 09, 2023	BUY	$21.0 - $21.08 $380,688 - $382,138	18,128 Added 17.68%	120,658 $2.54 Million
Q4 2022 Feb 07, 2023	SELL	$20.86 - $20.99 $128,831 - $129,634	-6,176 Reduced 5.68%	102,530 $2.15 Million
Q3 2022 Nov 02, 2022	BUY	$20.86 - $21.0 $18,648 - $18,774	894 Added 0.83%	108,706 $2.27 Million
Q2 2022 Aug 02, 2022	SELL	$20.9 - $21.1 $88,386 - $89,231	-4,229 Reduced 3.77%	107,812 $2.26 Million
Q1 2022 May 13, 2022	BUY	$21.05 - $21.46 $23,765 - $24,228	1,129 Added 1.02%	112,041 $2.36 Million
Q4 2021 Feb 14, 2022	BUY	$21.45 - $21.68 $191,441 - $193,494	8,925 Added 8.75%	110,912 $2.38 Million
Q3 2021 Nov 02, 2021	BUY	$21.67 - $21.74 $19,828 - $19,892	915 Added 0.91%	101,987 $2.21 Million
Q2 2021 Aug 12, 2021	BUY	$21.71 - $21.79 $374,909 - $376,291	17,269 Added 20.61%	101,072 $2.2 Million
Q1 2021 May 17, 2021	SELL	$21.73 - $21.89 $320,647 - $323,008	-14,756 Reduced 14.97%	83,803 $1.82 Million
Q4 2020 Feb 12, 2021	BUY	$21.81 - $21.9 $67,741 - $68,021	3,106 Added 3.25%	98,559 $2.16 Million
Q3 2020 Nov 12, 2020	SELL	$21.78 - $21.92 $6,969 - $7,014	-320 Reduced 0.33%	95,453 $2.08 Million
Q2 2020 Aug 12, 2020	SELL	$20.47 - $21.83 $77,601 - $82,757	-3,791 Reduced 3.81%	95,773 $2.08 Million
Q1 2020 May 11, 2020	SELL	$18.29 - $21.72 $33,415 - $39,682	-1,827 Reduced 1.8%	99,564 $2.06 Million
Q4 2019 Feb 13, 2020	BUY	$21.23 - $21.39 $108,421 - $109,238	5,107 Added 5.3%	101,391 $2.16 Million
Q3 2019 Nov 13, 2019	SELL	$21.08 - $21.4 $13,132 - $13,332	-623 Reduced 0.64%	96,284 $2.05 Million
Q2 2019 Aug 12, 2019	SELL	$20.72 - $21.2 $37,793 - $38,668	-1,824 Reduced 1.85%	96,907 $2.05 Million
Q1 2019 May 13, 2019	BUY	$20.15 - $20.85 $11,404 - $11,801	566 Added 0.58%	98,731 $2.05 Million
Q4 2018 Feb 13, 2019	BUY	$20.0 - $20.22 $519,640 - $525,356	25,982 Added 35.99%	98,165 $1.98 Million
Q3 2018 Nov 13, 2018	BUY	$20.17 - $20.35 $254,505 - $256,776	12,618 Added 21.18%	72,183 $1.46 Million
Q2 2018 Aug 13, 2018	BUY	$20.06 - $20.37 $1.19 Million - $1.21 Million	59,565 New	59,565 $1.2 Million

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