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

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

  • $3.65 Billion
  • Q4 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 65,498 shares of IDV stock, worth $1.84 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
65,498
Previous 66,073 0.87%
Holding current value
$1.84 Million
Previous $2 Million 10.22%
% of portfolio
0.05%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$27.03 - $29.92 $15,542 - $17,204
-575 Reduced 0.87%
65,498 $1.79 Million
Q3 2024

Oct 31, 2024
SELL
$27.62 - $30.64 $33,475 - $37,135
-1,212 Reduced 1.8%
66,073 $2 Million
Q2 2024

Aug 09, 2024
SELL
$26.94 - $30.1 $95,125 - $106,283
-3,531 Reduced 4.99%
67,285 $1.86 Million
Q1 2024

May 06, 2024
BUY
$26.95 - $28.13 $78,370 - $81,802
2,908 Added 4.28%
70,816 $1.99 Million
Q4 2023

Feb 06, 2024
SELL
$24.46 - $28.13 $235,427 - $270,751
-9,625 Reduced 12.41%
67,908 $1.9 Million
Q3 2023

Nov 02, 2023
SELL
$25.3 - $27.59 $118,530 - $129,259
-4,685 Reduced 5.7%
77,533 $1.97 Million
Q2 2023

Aug 11, 2023
SELL
$25.86 - $28.52 $63,874 - $70,444
-2,470 Reduced 2.92%
82,218 $2.16 Million
Q1 2023

May 09, 2023
SELL
$26.54 - $29.5 $57,114 - $63,484
-2,152 Reduced 2.48%
84,688 $2.33 Million
Q4 2022

Feb 07, 2023
SELL
$22.26 - $27.56 $25,287 - $31,308
-1,136 Reduced 1.29%
86,840 $2.36 Million
Q3 2022

Nov 02, 2022
BUY
$22.53 - $28.47 $497,282 - $628,389
22,072 Added 33.49%
87,976 $1.98 Million
Q2 2022

Aug 02, 2022
BUY
$26.84 - $32.0 $37,388 - $44,576
1,393 Added 2.16%
65,904 $1.79 Million
Q1 2022

May 13, 2022
BUY
$29.99 - $33.33 $178,590 - $198,480
5,955 Added 10.17%
64,511 $2.05 Million
Q4 2021

Feb 14, 2022
BUY
$29.77 - $31.71 $114,316 - $121,766
3,840 Added 7.02%
58,556 $1.83 Million
Q3 2021

Nov 02, 2021
BUY
$30.42 - $32.96 $66,315 - $71,852
2,180 Added 4.15%
54,716 $1.66 Million
Q2 2021

Aug 12, 2021
BUY
$31.67 - $34.02 $9,976 - $10,716
315 Added 0.6%
52,536 $1.7 Million
Q4 2020

Feb 12, 2021
BUY
$24.08 - $29.73 $210,627 - $260,048
8,747 Added 20.12%
52,221 $1.54 Million
Q3 2020

Nov 12, 2020
BUY
$24.68 - $26.95 $17,769 - $19,404
720 Added 1.68%
43,474 $1.08 Million
Q2 2020

Aug 12, 2020
BUY
$21.21 - $27.95 $162,214 - $213,761
7,648 Added 21.79%
42,754 $1.07 Million
Q1 2020

May 11, 2020
BUY
$19.58 - $34.05 $468,862 - $815,361
23,946 Added 214.57%
35,106 $793,000
Q3 2019

Nov 13, 2019
BUY
$30.41 - $31.26 $99,896 - $102,689
3,285 Added 41.71%
11,160 $343,000
Q1 2019

May 13, 2019
BUY
N/A
7,875 New
7,875 $243,000

Others Institutions Holding IDV

# of Institutions
477
Shares Held
76.8M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

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