A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 8,308 shares of IWM stock, worth $1.84 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,308
Previous 7,913 4.99%
Holding current value
$1.84 Million
Previous $1.61 Million 14.33%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 31, 2024

BUY
$200.87 - $224.6 $79,343 - $88,717
395 Added 4.99%
8,308 $1.84 Million
Q2 2024

Aug 09, 2024

SELL
$192.84 - $209.44 $137,687 - $149,540
-714 Reduced 8.28%
7,913 $1.61 Million
Q1 2024

May 06, 2024

BUY
$189.48 - $210.3 $9,663 - $10,725
51 Added 0.59%
8,627 $1.81 Million
Q4 2023

Feb 06, 2024

BUY
$162.21 - $204.82 $198,058 - $250,085
1,221 Added 16.6%
8,576 $1.72 Million
Q3 2023

Nov 02, 2023

BUY
$174.36 - $198.71 $276,360 - $314,955
1,585 Added 27.47%
7,355 $1.3 Million
Q2 2023

Aug 11, 2023

SELL
$170.4 - $187.93 $356,306 - $392,961
-2,091 Reduced 26.6%
5,770 $1.08 Million
Q1 2023

May 09, 2023

SELL
$170.25 - $198.32 $53,628 - $62,470
-315 Reduced 3.85%
7,861 $1.4 Million
Q4 2022

Feb 07, 2023

SELL
$166.81 - $188.05 $16,013 - $18,052
-96 Reduced 1.16%
8,176 $1.43 Million
Q3 2022

Nov 02, 2022

SELL
$164.17 - $201.07 $96,860 - $118,631
-590 Reduced 6.66%
8,272 $1.36 Million
Q2 2022

Aug 02, 2022

BUY
$163.9 - $207.91 $270,762 - $343,467
1,652 Added 22.91%
8,862 $1.5 Million
Q1 2022

May 13, 2022

SELL
$191.52 - $225.32 $198,031 - $232,980
-1,034 Reduced 12.54%
7,210 $1.48 Million
Q4 2021

Feb 14, 2022

BUY
$212.12 - $242.56 $669,874 - $766,004
3,158 Added 62.09%
8,244 $1.83 Million
Q3 2021

Nov 02, 2021

SELL
$211.73 - $231.39 $11,009 - $12,032
-52 Reduced 1.01%
5,086 $1.11 Million
Q2 2021

Aug 12, 2021

BUY
$211.85 - $232.89 $118,000 - $129,719
557 Added 12.16%
5,138 $1.18 Million
Q1 2021

May 17, 2021

SELL
$193.5 - $234.42 $227,169 - $275,209
-1,174 Reduced 20.4%
4,581 $1.01 Million
Q4 2020

Feb 12, 2021

SELL
$152.18 - $199.14 $39,718 - $51,975
-261 Reduced 4.34%
5,755 $1.13 Million
Q3 2020

Nov 12, 2020

SELL
$139.07 - $158.46 $10,569 - $12,042
-76 Reduced 1.25%
6,016 $901,000
Q2 2020

Aug 12, 2020

BUY
$104.62 - $153.09 $106,817 - $156,304
1,021 Added 20.13%
6,092 $872,000
Q1 2020

May 11, 2020

BUY
$99.9 - $169.53 $172,527 - $292,778
1,727 Added 51.64%
5,071 $580,000
Q4 2019

Feb 13, 2020

SELL
$146.46 - $166.68 $46,281 - $52,670
-316 Reduced 8.63%
3,344 $554,000
Q3 2019

Nov 13, 2019

BUY
$144.85 - $157.9 $22,451 - $24,474
155 Added 4.42%
3,660 $554,000
Q2 2019

Aug 12, 2019

BUY
$145.86 - $160.71 $5,542 - $6,106
38 Added 1.1%
3,505 $545,000
Q1 2019

May 13, 2019

SELL
$132.25 - $158.24 $13,489 - $16,140
-102 Reduced 2.86%
3,467 $531,000
Q4 2018

Feb 13, 2019

SELL
$125.88 - $166.33 $20,518 - $27,111
-163 Reduced 4.37%
3,569 $478,000
Q3 2018

Nov 13, 2018

BUY
$164.2 - $173.02 $75,532 - $79,589
460 Added 14.06%
3,732 $629,000
Q2 2018

Aug 13, 2018

SELL
$148.13 - $169.97 $10,072 - $11,557
-68 Reduced 2.04%
3,272 $536,000
Q1 2018

May 14, 2018

BUY
$145.44 - $159.96 $7,272 - $7,998
50 Added 1.52%
3,340 $507,000
Q1 2018

May 14, 2018

SELL
$145.44 - $159.96 $32,433 - $35,671
-223 Reduced 6.35%
3,290 $507,000
Q4 2017

Feb 12, 2018

BUY
$145.63 - $154.3 $136,600 - $144,733
938 Added 36.43%
3,513 $536,000
Q3 2017

Nov 13, 2017

SELL
$144.61 - $148.18 $28,777 - $29,487
-199 Reduced 7.17%
2,575 $382,000
Q2 2017

Aug 10, 2017

BUY
N/A
2,774
2,774 $391,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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