Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Invesco Indx Tr Transaction History

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

  • $3.55 Billion
  • Q3 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Invesco Indx Tr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 30,323 shares of BSJR stock, worth $683,177. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,323
Previous 30,086 0.79%
Holding current value
$683,177
Previous $664,000 3.61%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$22.08 - $22.75 $5,232 - $5,391
237 Added 0.79%
30,323 $688,000
Q2 2024

Aug 09, 2024
BUY
$21.86 - $22.26 $38,998 - $39,711
1,784 Added 6.3%
30,086 $664,000
Q1 2024

May 06, 2024
BUY
$22.13 - $22.46 $7,612 - $7,726
344 Added 1.23%
28,302 $629,000
Q4 2023

Feb 06, 2024
BUY
$21.0 - $22.49 $4,599 - $4,925
219 Added 0.79%
27,958 $625,000
Q3 2023

Nov 02, 2023
BUY
$21.3 - $21.91 $11,502 - $11,831
540 Added 1.99%
27,739 $593,000
Q2 2023

Aug 11, 2023
BUY
$21.25 - $21.92 $1,955 - $2,016
92 Added 0.34%
27,199 $588,000
Q1 2023

May 09, 2023
BUY
$21.16 - $22.34 $138,513 - $146,237
6,546 Added 31.84%
27,107 $592,000
Q4 2022

Feb 07, 2023
BUY
$20.56 - $21.99 $42,559 - $45,519
2,070 Added 11.19%
20,561 $439,000
Q3 2022

Nov 02, 2022
SELL
$20.49 - $22.78 $24,280 - $26,994
-1,185 Reduced 6.02%
18,491 $379,000
Q2 2022

Aug 02, 2022
BUY
$21.14 - $24.14 $13,741 - $15,691
650 Added 3.42%
19,676 $416,000
Q1 2022

May 13, 2022
BUY
$23.44 - $25.4 $117,621 - $127,457
5,018 Added 35.82%
19,026 $457,000
Q4 2021

Feb 14, 2022
BUY
$25.02 - $25.65 $350,480 - $359,305
14,008 New
14,008 $356,000

Others Institutions Holding BSJR

# of Institutions
98
Shares Held
7.46M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO INDX TR

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