Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Russell 1000 Val 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 Russell 1000 Val ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 5,119 shares of IWD stock, worth $965,545. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,119
Previous 5,300 3.42%
Holding current value
$965,545
Previous $981,000 1.83%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 08, 2025
SELL
$182.82 - $196.21 $33,090 - $35,514
-181 Reduced 3.42%
5,119 $963,000
Q3 2024

Oct 31, 2024
BUY
$173.36 - $189.8 $9,534 - $10,439
55 Added 1.05%
5,300 $1.01 Million
Q2 2024

Aug 09, 2024
BUY
$169.4 - $179.05 $32,016 - $33,840
189 Added 3.74%
5,245 $915,000
Q1 2024

May 06, 2024
BUY
$161.84 - $179.11 $63,279 - $70,032
391 Added 8.38%
5,056 $905,000
Q4 2023

Feb 06, 2024
SELL
$143.69 - $165.7 $66,241 - $76,387
-461 Reduced 8.99%
4,665 $770,000
Q2 2023

Aug 11, 2023
BUY
$148.55 - $157.83 $119,285 - $126,737
803 Added 18.58%
5,126 $809,000
Q1 2023

May 09, 2023
SELL
$145.2 - $161.56 $143,748 - $159,944
-990 Reduced 18.63%
4,323 $658,000
Q4 2022

Feb 07, 2023
BUY
$136.78 - $158.99 $76,596 - $89,034
560 Added 11.78%
5,313 $805,000
Q3 2022

Nov 02, 2022
SELL
$135.99 - $161.15 $146,869 - $174,042
-1,080 Reduced 18.52%
4,753 $646,000
Q2 2022

Aug 02, 2022
BUY
$140.99 - $168.41 $413,946 - $494,451
2,936 Added 101.35%
5,833 $846,000
Q1 2022

May 13, 2022
SELL
$157.15 - $170.51 $37,716 - $40,922
-240 Reduced 7.65%
2,897 $481,000
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $81,231 - $86,897
517 Added 19.73%
3,137 $527,000
Q2 2021

Aug 12, 2021
BUY
$152.86 - $162.4 $56,252 - $59,763
368 Added 16.34%
2,620 $416,000
Q1 2021

May 17, 2021
SELL
$134.89 - $153.0 $49,639 - $56,304
-368 Reduced 14.05%
2,252 $341,000
Q4 2020

Feb 12, 2021
SELL
$115.84 - $136.73 $17,376 - $20,509
-150 Reduced 5.42%
2,620 $358,000
Q2 2020

Aug 12, 2020
SELL
$94.52 - $125.14 $47,070 - $62,319
-498 Reduced 15.24%
2,770 $312,000
Q1 2020

May 11, 2020
BUY
$85.17 - $138.52 $17,715 - $28,812
208 Added 6.8%
3,268 $324,000
Q4 2019

Feb 13, 2020
BUY
$123.85 - $136.67 $133,510 - $147,330
1,078 Added 54.39%
3,060 $418,000
Q3 2018

Nov 13, 2018
BUY
N/A
1,982 New
1,982 $251,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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