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

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

  • $3.85 Billion
  • Q1 2025

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 1,952 shares of GVI stock, worth $206,912. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,952
Previous 1,948 0.21%
Holding current value
$206,912
Previous $203,000 1.48%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$103.49 - $106.02 $413 - $424
4 Added 0.21%
1,952 $206,000
Q4 2024

Jan 21, 2025
BUY
$103.89 - $107.05 $727 - $749
7 Added 0.36%
1,948 $203,000
Q3 2024

Oct 31, 2024
BUY
$103.17 - $107.43 $515 - $537
5 Added 0.26%
1,941 $207,000
Q2 2024

Aug 09, 2024
BUY
$102.13 - $104.03 $408 - $416
4 Added 0.21%
1,936 $200,000
Q1 2024

May 06, 2024
BUY
$103.31 - $105.01 $413 - $420
4 Added 0.21%
1,932 $200,000
Q4 2023

Feb 06, 2024
SELL
$100.06 - $104.91 $91,955 - $96,412
-919 Reduced 32.28%
1,928 $201,000
Q3 2023

Nov 02, 2023
BUY
$101.01 - $103.51 $404 - $414
4 Added 0.14%
2,847 $288,000
Q2 2023

Aug 11, 2023
BUY
$102.83 - $105.23 $308 - $315
3 Added 0.11%
2,843 $292,000
Q1 2023

May 09, 2023
SELL
$101.58 - $105.07 $43,882 - $45,390
-432 Reduced 13.2%
2,840 $296,000
Q4 2022

Feb 07, 2023
BUY
$100.23 - $103.85 $327,952 - $339,797
3,272 New
3,272 $335,000

Others Institutions Holding GVI

# of Institutions
295
Shares Held
28M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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