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

$3.55 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$23.46 - $23.59 $5,513 - $5,543	235 Added 0.98%	24,333 $571,000
Q2 2023 Aug 11, 2023	BUY	$23.46 - $23.61 $7,624 - $7,673	325 Added 1.37%	24,098 $566,000
Q1 2023 May 09, 2023	BUY	$23.35 - $23.58 $94,987 - $95,923	4,068 Added 20.64%	23,773 $559,000
Q4 2022 Feb 07, 2023	SELL	$23.03 - $23.66 $53,314 - $54,772	-2,315 Reduced 10.51%	19,705 $459,000
Q3 2022 Nov 02, 2022	SELL	$22.97 - $23.89 $16,193 - $16,842	-705 Reduced 3.1%	22,020 $503,000
Q2 2022 Aug 02, 2022	SELL	$22.94 - $24.59 $12,662 - $13,573	-552 Reduced 2.37%	22,725 $521,000
Q1 2022 May 13, 2022	BUY	$24.14 - $25.28 $1,062 - $1,112	44 Added 0.19%	23,277 $571,000
Q4 2021 Feb 14, 2022	BUY	$25.0 - $25.38 $22,575 - $22,918	903 Added 4.04%	23,233 $588,000
Q3 2021 Nov 02, 2021	SELL	$25.26 - $25.5 $23,971 - $24,199	-949 Reduced 4.08%	22,330 $565,000
Q2 2021 Aug 12, 2021	BUY	$25.28 - $25.47 $175,923 - $177,245	6,959 Added 42.64%	23,279 $593,000
Q1 2021 May 17, 2021	SELL	$25.11 - $25.49 $171,928 - $174,530	-6,847 Reduced 29.55%	16,320 $413,000
Q4 2020 Feb 12, 2021	BUY	$24.55 - $25.38 $25,630 - $26,496	1,044 Added 4.72%	23,167 $588,000
Q3 2020 Nov 12, 2020	SELL	$24.03 - $24.89 $9,660 - $10,005	-402 Reduced 1.78%	22,123 $543,000
Q2 2020 Aug 12, 2020	SELL	$21.68 - $24.64 $25,972 - $29,518	-1,198 Reduced 5.05%	22,525 $540,000
Q1 2020 May 11, 2020	SELL	$20.2 - $26.3 $28,381 - $36,951	-1,405 Reduced 5.59%	23,723 $533,000
Q4 2019 Feb 13, 2020	BUY	$25.67 - $26.19 $15,864 - $16,185	618 Added 2.52%	25,128 $657,000
Q3 2019 Nov 13, 2019	BUY	$25.8 - $26.23 $1,419 - $1,442	55 Added 0.22%	24,510 $639,000
Q2 2019 Aug 12, 2019	SELL	$25.79 - $26.29 $110,922 - $113,073	-4,301 Reduced 14.96%	24,455 $637,000
Q1 2019 May 13, 2019	BUY	$24.47 - $26.03 $4,037 - $4,294	165 Added 0.58%	28,756 $749,000
Q4 2018 Feb 13, 2019	BUY	$24.23 - $26.28 $69,903 - $75,817	2,885 Added 11.22%	28,591 $704,000
Q3 2018 Nov 13, 2018	SELL	$25.87 - $26.3 $2,742 - $2,787	-106 Reduced 0.41%	25,706 $674,000
Q2 2018 Aug 13, 2018	BUY	$25.78 - $26.22 $665,433 - $676,790	25,812 New	25,812 $670,000

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