Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Barclays 3 7 Yr Treas 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 Barclays 3 7 Yr Treas stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 6,804 shares of IEI stock, worth $804,164. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,804
Previous 5,755 18.23%
Holding current value
$804,164
Previous $664,000 20.93%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 08, 2025
BUY
$114.57 - $118.14 $120,183 - $123,928
1,049 Added 18.23%
6,804 $803,000
Q4 2024

Jan 21, 2025
BUY
$115.08 - $119.55 $160,651 - $166,891
1,396 Added 32.03%
5,755 $664,000
Q3 2024

Oct 31, 2024
SELL
$114.73 - $120.23 $76,754 - $80,433
-669 Reduced 13.31%
4,359 $521,000
Q2 2024

Aug 09, 2024
BUY
$113.43 - $115.88 $29,945 - $30,592
264 Added 5.54%
5,028 $580,000
Q1 2024

May 06, 2024
BUY
$114.97 - $117.54 $15,061 - $15,397
131 Added 2.83%
4,764 $551,000
Q4 2023

Feb 06, 2024
BUY
$111.61 - $117.37 $97,435 - $102,464
873 Added 23.22%
4,633 $542,000
Q3 2023

Nov 02, 2023
SELL
$112.76 - $116.14 $80,172 - $82,575
-711 Reduced 15.9%
3,760 $425,000
Q2 2023

Aug 11, 2023
BUY
$115.23 - $119.04 $84,117 - $86,899
730 Added 19.51%
4,471 $515,000
Q1 2023

May 09, 2023
BUY
$113.55 - $118.41 $10,560 - $11,012
93 Added 2.55%
3,741 $440,000
Q4 2022

Feb 07, 2023
SELL
$112.33 - $116.76 $59,197 - $61,532
-527 Reduced 12.62%
3,648 $419,000
Q3 2022

Nov 02, 2022
SELL
$113.35 - $121.3 $50,780 - $54,342
-448 Reduced 9.69%
4,175 $477,000
Q2 2022

Aug 02, 2022
SELL
$116.23 - $121.42 $33,939 - $35,454
-292 Reduced 5.94%
4,623 $552,000
Q1 2022

May 13, 2022
SELL
$121.42 - $128.17 $62,045 - $65,494
-511 Reduced 9.42%
4,915 $600,000
Q4 2021

Feb 14, 2022
BUY
$128.19 - $130.42 $52,173 - $53,080
407 Added 8.11%
5,426 $698,000
Q3 2021

Nov 02, 2021
SELL
$129.96 - $131.96 $11,566 - $11,744
-89 Reduced 1.74%
5,019 $653,000
Q2 2021

Aug 12, 2021
BUY
$129.78 - $131.28 $12,718 - $12,865
98 Added 1.96%
5,108 $667,000
Q1 2021

May 17, 2021
SELL
$129.89 - $133.02 $174,572 - $178,778
-1,344 Reduced 21.15%
5,010 $651,000
Q4 2020

Feb 12, 2021
BUY
$132.44 - $133.52 $48,473 - $48,868
366 Added 6.11%
6,354 $845,000
Q3 2020

Nov 12, 2020
BUY
$133.35 - $134.1 $37,604 - $37,816
282 Added 4.94%
5,988 $800,000
Q2 2020

Aug 12, 2020
SELL
$132.55 - $133.72 $33,667 - $33,964
-254 Reduced 4.26%
5,706 $763,000
Q1 2020

May 11, 2020
SELL
$125.97 - $133.34 $90,446 - $95,738
-718 Reduced 10.75%
5,960 $795,000
Q4 2019

Feb 13, 2020
SELL
$125.41 - $127.8 $259,473 - $264,418
-2,069 Reduced 23.65%
6,678 $840,000
Q3 2019

Nov 13, 2019
BUY
$125.52 - $127.0 $414,467 - $419,354
3,302 Added 60.64%
8,747 $1.11 Million
Q2 2019

Aug 12, 2019
BUY
N/A
5,445 New
5,445 $685,000
Q3 2018

Nov 13, 2018
SELL
N/A
-1,797 Closed
0 $0
Q2 2018

Aug 13, 2018
SELL
N/A
-526 Reduced 22.64%
1,797 $216,000
Q1 2018

May 14, 2018
BUY
N/A
1,961 Added 541.71%
2,323 $280,000
Q1 2018

May 14, 2018
SELL
N/A
-2,831 Reduced 88.66%
362 $280,000
Q4 2017

Feb 12, 2018
BUY
N/A
231 Added 7.8%
3,193 $390,000
Q3 2017

Nov 13, 2017
SELL
N/A
-309 Reduced 9.45%
2,962 $366,000
Q2 2017

Aug 10, 2017
BUY
N/A
3,271
3,271 $404,000

Others Institutions Holding IEI

# of Institutions
860
Shares Held
113M
Call Options Held
2.34M
Put Options Held
666K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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