Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr Russell 1000 ETF 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 Tr Russell 1000 ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 25,607 shares of IWB stock, worth $8.3 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

25,607

Previous 6,130 317.73%

Holding current value

$8.3 Million

Previous $1.97 Million 297.87%

% of portfolio

0.2%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$302.31 - $337.54 $5.89 Million - $6.57 Million	19,477 Added 317.73%	25,607 $7.85 Million
Q4 2024 Jan 21, 2025	BUY	$311.11 - $335.64 $126,621 - $136,605	407 Added 7.11%	6,130 $1.97 Million
Q3 2024 Oct 31, 2024	BUY	$283.28 - $314.39 $283 - $314	1 Added 0.02%	5,723 $1.8 Million
Q2 2024 Aug 09, 2024	SELL	$272.21 - $298.72 $4,355 - $4,779	-16 Reduced 0.28%	5,722 $1.7 Million
Q1 2024 May 06, 2024	BUY	$257.46 - $288.1 $173,528 - $194,179	674 Added 13.31%	5,738 $1.65 Million
Q4 2023 Feb 06, 2024	SELL	$225.16 - $263.17 $107,401 - $125,532	-477 Reduced 8.61%	5,064 $1.33 Million
Q3 2023 Nov 02, 2023	SELL	$234.05 - $252.17 $14,043 - $15,130	-60 Reduced 1.07%	5,541 $1.3 Million
Q1 2023 May 09, 2023	SELL	$208.78 - $230.55 $62,634 - $69,165	-300 Reduced 5.08%	5,601 $1.26 Million
Q3 2022 Nov 02, 2022	SELL	$197.33 - $237.63 $73,801 - $88,873	-374 Reduced 5.96%	5,901 $1.16 Million
Q2 2022 Aug 02, 2022	SELL	$201.03 - $253.2 $42,216 - $53,172	-210 Reduced 3.24%	6,275 $1.3 Million
Q1 2022 May 13, 2022	SELL	$230.48 - $266.11 $10,832 - $12,507	-47 Reduced 0.72%	6,485 $1.62 Million
Q4 2021 Feb 14, 2022	SELL	$241.33 - $266.02 $42,474 - $46,819	-176 Reduced 2.62%	6,532 $1.73 Million
Q3 2021 Nov 02, 2021	BUY	$239.32 - $255.42 $104,343 - $111,363	436 Added 6.95%	6,708 $1.62 Million
Q2 2021 Aug 12, 2021	SELL	$226.48 - $242.11 $6,794 - $7,263	-30 Reduced 0.48%	6,272 $1.52 Million
Q4 2020 Feb 12, 2021	SELL	$182.85 - $211.84 $35,290 - $40,885	-193 Reduced 2.97%	6,302 $1.34 Million
Q3 2020 Nov 12, 2020	SELL	$172.79 - $199.44 $34,730 - $40,087	-201 Reduced 3.0%	6,495 $1.22 Million
Q2 2020 Aug 12, 2020	SELL	$135.3 - $179.75 $21,512 - $28,580	-159 Reduced 2.32%	6,696 $1.15 Million
Q1 2020 May 11, 2020	SELL	$122.99 - $188.06 $93,349 - $142,737	-759 Reduced 9.97%	6,855 $970,000
Q4 2019 Feb 13, 2020	SELL	$159.7 - $178.97 $11,338 - $12,706	-71 Reduced 0.92%	7,614 $1.36 Million
Q3 2019 Nov 13, 2019	BUY	$163.68 - $167.08 $354,530 - $361,895	2,166 Added 39.25%	7,685 $1.27 Million
Q4 2018 Feb 13, 2019	BUY	N/A	2,000 Added 56.83%	5,519 $765,000
Q3 2018 Nov 13, 2018	BUY	N/A	1,500 Added 74.29%	3,519 $569,000
Q4 2017 Feb 12, 2018	BUY	N/A	2,019	2,019 $300,000

Others Institutions Holding IWB

# of Institutions

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

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About ISHARES TR RUSSELL 1000 ETF

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr Russell 1000 ETF Transaction History