Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares S&P 500 Growth 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 S&P 500 Growth ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 9,498 shares of IVW stock, worth $979,718. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,498
Previous 15,741 39.66%
Holding current value
$979,718
Previous $1.46 Million 37.57%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 31, 2024
SELL
$84.77 - $97.13 $529,219 - $606,382
-6,243 Reduced 39.66%
9,498 $909,000
Q2 2024

Aug 09, 2024
BUY
$79.31 - $93.31 $495,132 - $582,534
6,243 Added 65.73%
15,741 $1.46 Million
Q1 2024

May 06, 2024
SELL
$72.87 - $85.14 $92,909 - $108,553
-1,275 Reduced 11.84%
9,498 $802,000
Q4 2023

Feb 06, 2024
BUY
$65.78 - $75.4 $9,669 - $11,083
147 Added 1.38%
10,773 $809,000
Q2 2023

Aug 11, 2023
BUY
$63.21 - $70.48 $12,136 - $13,532
192 Added 1.84%
10,626 $748,000
Q1 2023

May 09, 2023
BUY
$57.25 - $63.89 $235,870 - $263,226
4,120 Added 65.25%
10,434 $666,000
Q4 2022

Feb 07, 2023
SELL
$56.73 - $63.56 $60,247 - $67,500
-1,062 Reduced 14.4%
6,314 $369,000
Q3 2022

Nov 02, 2022
SELL
$57.85 - $71.43 $15,503 - $19,143
-268 Reduced 3.51%
7,376 $427,000
Q2 2022

Aug 02, 2022
SELL
$58.13 - $77.8 $98,588 - $131,948
-1,696 Reduced 18.16%
7,644 $461,000
Q1 2022

May 13, 2022
BUY
$68.33 - $84.32 $35,531 - $43,846
520 Added 5.9%
9,340 $713,000
Q4 2021

Feb 14, 2022
BUY
$73.18 - $84.81 $19,612 - $22,729
268 Added 3.13%
8,820 $738,000
Q3 2021

Nov 02, 2021
BUY
$72.99 - $79.0 $624,210 - $675,608
8,552 New
8,552 $632,000
Q4 2020

Feb 12, 2021
SELL
$56.17 - $63.82 $56,675 - $64,394
-1,009 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$52.42 - $62.43 $52,891 - $62,991
1,009 New
1,009 $233,000
Q1 2020

May 11, 2020
SELL
$36.14 - $52.65 $38,199 - $55,651
-1,057 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$43.72 - $48.62 $46,212 - $51,391
1,057 New
1,057 $205,000
Q3 2019

Nov 13, 2019
SELL
$43.49 - $46.27 $117,379 - $124,882
-2,699 Closed
0 $0
Q2 2019

Aug 12, 2019
BUY
$41.95 - $45.26 $18,206 - $19,642
434 Added 19.16%
2,699 $484,000
Q1 2018

May 14, 2018
SELL
$37.4 - $41.49 $13,090 - $14,521
-350 Reduced 13.38%
2,265 $351,000
Q1 2018

May 14, 2018
BUY
$37.4 - $41.49 $8,976 - $9,957
240 Added 10.11%
2,615 $351,000
Q3 2017

Nov 13, 2017
BUY
$35.46 - $35.85 $10,638 - $10,755
300 Added 14.46%
2,375 $341,000
Q2 2017

Aug 10, 2017
BUY
N/A
2,075
2,075 $284,000

Others Institutions Holding IVW

# of Institutions
1,819
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

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