Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

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

  • $3.55 Billion
  • Q3 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 87,573 shares of IJR stock, worth $10.2 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
87,573
Previous 73,524 19.11%
Holding current value
$10.2 Million
Previous $7.84 Million 30.6%
% of portfolio
0.29%
Previous 0.23%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$105.53 - $118.34 $1.48 Million - $1.66 Million
14,049 Added 19.11%
87,573 $10.2 Million
Q2 2024

Aug 09, 2024
BUY
$102.13 - $110.88 $835,219 - $906,776
8,178 Added 12.51%
73,524 $7.84 Million
Q1 2024

May 06, 2024
BUY
$102.35 - $110.52 $503,869 - $544,089
4,923 Added 8.15%
65,346 $7.22 Million
Q4 2023

Feb 06, 2024
BUY
$87.61 - $110.11 $829,316 - $1.04 Million
9,466 Added 18.58%
60,423 $6.54 Million
Q3 2023

Nov 02, 2023
BUY
$92.9 - $105.16 $1.13 Million - $1.28 Million
12,188 Added 31.44%
50,957 $4.81 Million
Q2 2023

Aug 11, 2023
BUY
$91.14 - $99.81 $2.5 Million - $2.73 Million
27,378 Added 240.35%
38,769 $3.86 Million
Q1 2023

May 09, 2023
BUY
$92.27 - $107.68 $119,305 - $139,230
1,293 Added 12.8%
11,391 $1.1 Million
Q4 2022

Feb 07, 2023
SELL
$89.09 - $102.13 $141,385 - $162,080
-1,587 Reduced 13.58%
10,098 $955,000
Q3 2022

Nov 02, 2022
BUY
$87.04 - $106.5 $11,054 - $13,525
127 Added 1.1%
11,685 $1.02 Million
Q2 2022

Aug 02, 2022
BUY
$89.03 - $109.02 $146,899 - $179,883
1,650 Added 16.65%
11,558 $1.07 Million
Q1 2022

May 13, 2022
SELL
$102.32 - $116.69 $239,838 - $273,521
-2,344 Reduced 19.13%
9,908 $1.07 Million
Q4 2021

Feb 14, 2022
BUY
$108.26 - $120.32 $86,499 - $96,135
799 Added 6.98%
12,252 $1.4 Million
Q3 2021

Nov 02, 2021
BUY
$104.62 - $113.69 $280,800 - $305,143
2,684 Added 30.61%
11,453 $1.25 Million
Q2 2021

Aug 12, 2021
BUY
$106.38 - $116.3 $335,948 - $367,275
3,158 Added 56.28%
8,769 $991,000
Q1 2021

May 17, 2021
SELL
$91.04 - $115.01 $78,294 - $98,908
-860 Reduced 13.29%
5,611 $609,000
Q4 2020

Feb 12, 2021
BUY
$71.23 - $92.42 $78,495 - $101,846
1,102 Added 20.53%
6,471 $595,000
Q3 2020

Nov 12, 2020
BUY
$65.69 - $75.96 $9,262 - $10,710
141 Added 2.7%
5,369 $377,000
Q2 2020

Aug 12, 2020
SELL
$50.99 - $75.55 $292,274 - $433,052
-5,732 Reduced 52.3%
5,228 $357,000
Q1 2020

May 11, 2020
SELL
$49.11 - $85.52 $101,559 - $176,855
-2,068 Reduced 15.87%
10,960 $615,000
Q4 2019

Feb 13, 2020
BUY
$75.05 - $84.14 $193,854 - $217,333
2,583 Added 24.73%
13,028 $1.09 Million
Q3 2019

Nov 13, 2019
BUY
$73.61 - $80.67 $126,241 - $138,349
1,715 Added 19.64%
10,445 $813,000
Q2 2019

Aug 12, 2019
BUY
$73.17 - $81.37 $249,948 - $277,959
3,416 Added 64.28%
8,730 $683,000
Q1 2019

May 13, 2019
SELL
$68.34 - $81.18 $7,790 - $9,254
-114 Reduced 2.1%
5,314 $410,000
Q4 2018

Feb 13, 2019
SELL
$65.14 - $85.94 $55,564 - $73,306
-853 Reduced 13.58%
5,428 $376,000
Q3 2018

Nov 13, 2018
BUY
$84.33 - $90.31 $88,968 - $95,277
1,055 Added 20.19%
6,281 $548,000
Q2 2018

Aug 13, 2018
BUY
$75.25 - $86.64 $4,063 - $4,678
54 Added 1.04%
5,226 $436,000
Q1 2018

May 14, 2018
BUY
$73.35 - $80.36 $246,309 - $269,848
3,358 Added 185.12%
5,172 $398,000
Q1 2018

May 14, 2018
SELL
$73.35 - $80.36 $249,463 - $273,304
-3,401 Reduced 65.22%
1,814 $398,000
Q4 2017

Feb 12, 2018
BUY
$73.06 - $77.74 $78,320 - $83,337
1,072 Added 25.87%
5,215 $401,000
Q2 2017

Aug 10, 2017
BUY
N/A
4,143
4,143 $290,000

Others Institutions Holding IJR

# of Institutions
2,570
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
View Full List

About ISHARES CORE S&P SM CAP ETF

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