Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Russell 1000 Gr 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 Gr ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 2,710 shares of IWF stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,710

Previous 2,564 5.69%

Holding current value

$1.08 Million

Previous $1.03 Million 4.96%

% of portfolio

0.03%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$360.07 - $417.26 $52,570 - $60,919	146 Added 5.69%	2,710 $978,000
Q4 2024 Jan 21, 2025	SELL	$370.24 - $418.94 $9,996 - $11,311	-27 Reduced 1.04%	2,564 $1.03 Million
Q3 2024 Oct 31, 2024	BUY	$332.02 - $382.76 $197,219 - $227,359	594 Added 29.74%	2,591 $972,000
Q2 2024 Aug 09, 2024	BUY	$316.15 - $367.33 $43,312 - $50,324	137 Added 7.37%	1,997 $727,000
Q1 2024 May 06, 2024	BUY	$294.43 - $339.01 $57,708 - $66,445	196 Added 11.78%	1,860 $626,000
Q4 2023 Feb 06, 2024	BUY	$256.94 - $304.21 $82,477 - $97,651	321 Added 23.9%	1,664 $504,000
Q3 2023 Nov 02, 2023	SELL	$263.8 - $285.38 $45,373 - $49,085	-172 Reduced 11.35%	1,343 $357,000
Q2 2023 Aug 11, 2023	BUY	$239.31 - $275.18 $6,700 - $7,705	28 Added 1.88%	1,515 $416,000
Q1 2023 May 09, 2023	BUY	$209.92 - $244.33 $30,228 - $35,183	144 Added 10.72%	1,487 $363,000
Q4 2022 Feb 07, 2023	SELL	$207.03 - $232.89 $270,174 - $303,921	-1,305 Reduced 49.28%	1,343 $287,000
Q3 2022 Nov 02, 2022	SELL	$210.4 - $257.47 $13,886 - $16,993	-66 Reduced 2.43%	2,648 $557,000
Q2 2022 Aug 02, 2022	SELL	$209.9 - $283.21 $19,730 - $26,621	-94 Reduced 3.35%	2,714 $594,000
Q1 2022 May 13, 2022	SELL	$246.62 - $307.78 $185,704 - $231,758	-753 Reduced 21.15%	2,808 $780,000
Q3 2021 Nov 02, 2021	BUY	$272.07 - $292.68 $350,698 - $377,264	1,289 Added 56.73%	3,561 $976,000
Q2 2021 Aug 12, 2021	BUY	$244.58 - $272.16 $119,844 - $133,358	490 Added 27.5%	2,272 $617,000
Q1 2021 May 17, 2021	BUY	$230.04 - $254.69 $74,993 - $83,028	326 Added 22.39%	1,782 $433,000
Q4 2020 Feb 12, 2021	SELL	$209.58 - $241.25 $14,670 - $16,887	-70 Reduced 4.59%	1,456 $351,000
Q1 2020 May 11, 2020	BUY	$131.63 - $192.29 $4,080 - $5,960	31 Added 2.07%	1,526 $230,000
Q4 2019 Feb 13, 2020	BUY	$155.29 - $176.84 $232,158 - $264,375	1,495 New	1,495 $263,000
Q1 2019 May 13, 2019	SELL	N/A	-1,736 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	1,736 New	1,736 $227,000

Others Institutions Holding IWF

# of Institutions

2,436

Shares Held

213M

Call Options Held

356K

Put Options Held

86.1K

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About ISHARES RUSSELL 1000 GR ETF

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