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

$3.65 Billion
Q4 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 31,299 shares of BSJR stock, worth $705,792. This represents 0.02% of its overall portfolio holdings.

Number of Shares

31,299

Previous 30,323 3.22%

Holding current value

$705,792

Previous $688,000 1.89%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.37 - $22.7 $21,833 - $22,155	976 Added 3.22%	31,299 $701,000
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

101

Shares Held

7.63M

Call Options Held

Put Options Held

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About INVESCO INDX TR

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