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 1,936 shares of GVI stock, worth $205,235. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,936

Previous 1,932 0.21%

Holding current value

$205,235

Previous $200,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

274

Shares Held

25.7M

Call Options Held

Put Options Held

2.9K

View Full List

About ISHARES TR

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