Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares S&P Smallcap 600 Value 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 S&P Smallcap 600 Value stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 45,141 shares of IJS stock, worth $4.32 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
45,141
Previous 43,403 4.0%
Holding current value
$4.32 Million
Previous $4.71 Million 6.64%
% of portfolio
0.11%
Previous 0.13%

Shares

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

May 08, 2025
BUY
$96.3 - $112.23 $167,369 - $195,055
1,738 Added 4.0%
45,141 $4.4 Million
Q3 2024

Oct 31, 2024
SELL
$95.81 - $109.03 $216,147 - $245,971
-2,256 Reduced 4.94%
43,403 $4.67 Million
Q2 2024

Aug 09, 2024
BUY
$94.12 - $102.13 $80,096 - $86,912
851 Added 1.9%
45,659 $4.44 Million
Q1 2024

May 06, 2024
SELL
$95.88 - $102.78 $96,263 - $103,191
-1,004 Reduced 2.19%
44,808 $4.6 Million
Q4 2023

Feb 06, 2024
SELL
$82.1 - $104.53 $3,366 - $4,285
-41 Reduced 0.09%
45,812 $4.72 Million
Q3 2023

Nov 02, 2023
SELL
$87.64 - $100.82 $41,103 - $47,284
-469 Reduced 1.01%
45,853 $4.09 Million
Q2 2023

Aug 11, 2023
BUY
$87.59 - $95.56 $80,144 - $87,437
915 Added 2.02%
46,322 $4.4 Million
Q1 2023

May 09, 2023
SELL
$88.82 - $106.56 $304,919 - $365,820
-3,433 Reduced 7.03%
45,407 $4.25 Million
Q4 2022

Feb 07, 2023
SELL
$84.57 - $97.98 $12,685 - $14,697
-150 Reduced 0.31%
48,840 $4.46 Million
Q3 2022

Nov 02, 2022
SELL
$82.45 - $101.32 $227,562 - $279,643
-2,760 Reduced 5.33%
48,990 $4.04 Million
Q2 2022

Aug 02, 2022
BUY
$86.2 - $103.37 $214,638 - $257,391
2,490 Added 5.05%
51,750 $4.61 Million
Q1 2022

May 13, 2022
SELL
$97.08 - $107.22 $24,270 - $26,805
-250 Reduced 0.5%
49,260 $5.04 Million
Q4 2021

Feb 14, 2022
SELL
$99.12 - $110.76 $203,592 - $227,501
-2,054 Reduced 3.98%
49,510 $5.17 Million
Q2 2021

Aug 12, 2021
SELL
$99.12 - $110.44 $3,964 - $4,417
-40 Reduced 0.08%
51,564 $5.44 Million
Q4 2020

Feb 12, 2021
BUY
$62.11 - $81.5 $1.6 Million - $2.1 Million
25,802 Added 100.0%
51,604 $4.2 Million
Q3 2020

Nov 12, 2020
BUY
$57.0 - $67.07 $25,764 - $30,315
452 Added 1.78%
25,802 $3.16 Million
Q2 2020

Aug 12, 2020
BUY
$45.29 - $69.3 $293,524 - $449,133
6,481 Added 34.35%
25,350 $3.05 Million
Q1 2020

May 11, 2020
BUY
$44.17 - $81.02 $833,443 - $1.53 Million
18,869 New
18,869 $1.89 Million

Others Institutions Holding IJS

# of Institutions
901
Shares Held
41.4M
Call Options Held
17.8K
Put Options Held
8.7K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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