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

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

  • $3.37 Billion
  • Q2 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 2,794 shares of DVY stock, worth $375,038. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,794
Previous 2,719 2.76%
Holding current value
$375,038
Previous $334,000 1.2%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$115.73 - $125.75 $8,679 - $9,431
75 Added 2.76%
2,794 $338,000
Q1 2024

May 06, 2024
SELL
$113.31 - $123.18 $99,259 - $107,905
-876 Reduced 24.37%
2,719 $334,000
Q2 2023

Aug 11, 2023
BUY
$108.5 - $119.27 $100,579 - $110,563
927 Added 34.75%
3,595 $407,000
Q4 2022

Feb 07, 2023
SELL
$107.39 - $125.5 $50,151 - $58,608
-467 Reduced 14.9%
2,668 $321,000
Q3 2022

Nov 02, 2022
BUY
$107.22 - $127.71 $107,112 - $127,582
999 Added 46.77%
3,135 $336,000
Q2 2022

Aug 02, 2022
BUY
$113.21 - $132.14 $47,548 - $55,498
420 Added 24.48%
2,136 $251,000
Q1 2022

May 13, 2022
SELL
$119.99 - $129.75 $19,558 - $21,149
-163 Reduced 8.67%
1,716 $220,000
Q4 2021

Feb 14, 2022
BUY
$114.37 - $122.59 $214,901 - $230,346
1,879 New
1,879 $230,000
Q3 2021

Nov 02, 2021
SELL
$112.53 - $119.9 $193,101 - $205,748
-1,716 Closed
0 $0
Q2 2021

Aug 12, 2021
BUY
$114.14 - $123.06 $195,864 - $211,170
1,716 New
1,716 $200,000
Q1 2020

May 11, 2020
SELL
$62.67 - $107.3 $131,418 - $225,008
-2,097 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$98.25 - $105.76 $206,030 - $221,778
2,097 New
2,097 $222,000
Q1 2019

May 13, 2019
SELL
N/A
-4,173 Closed
0 $0
Q4 2018

Feb 13, 2019
SELL
N/A
-118 Reduced 2.75%
4,173 $373,000
Q3 2018

Nov 13, 2018
BUY
N/A
90 Added 2.14%
4,291 $428,000
Q1 2018

May 14, 2018
BUY
N/A
30 Added 0.72%
4,201 $400,000
Q1 2018

May 14, 2018
BUY
N/A
1,820 Added 77.41%
4,171 $400,000
Q4 2017

Feb 12, 2018
BUY
N/A
2,351
2,351 $232,000

Others Institutions Holding DVY

# of Institutions
1,319
Shares Held
64.9M
Call Options Held
640K
Put Options Held
217K
View Full List

About ISHARES TR

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