Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares 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 Ishares stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 13,000 shares of ICLN stock, worth $149,760. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,000

Previous 15,755 17.49%

Holding current value

$149,760

Previous $231,000 36.36%

% of portfolio

0.0%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$11.35 - $14.51 $31,269 - $39,975	-2,755 Reduced 17.49%	13,000 $147,000
Q3 2024 Oct 31, 2024	BUY	$13.26 - $14.77 $208,911 - $232,701	15,755 New	15,755 $231,000
Q3 2021 Nov 02, 2021	SELL	$21.65 - $23.79 $31,132 - $34,210	-1,438 Reduced 12.1%	10,451 $226,000
Q2 2021 Aug 12, 2021	BUY	$20.71 - $24.62 $9,070 - $10,783	438 Added 3.82%	11,889 $279,000
Q1 2021 May 17, 2021	BUY	$22.27 - $33.41 $255,013 - $382,577	11,451 New	11,451 $278,000

Others Institutions Holding ICLN

# of Institutions

513

Shares Held

40.3M

Call Options Held

4.08M

Put Options Held

2.94M

View Full List

About ISHARES

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