Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Russell 2000 ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

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 9,895 shares of IWM stock, worth $2.42 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,895
Previous 10,255 3.51%
Holding current value
$2.42 Million
Previous $2.05 Million 4.4%
% of portfolio
0.05%
Previous 0.05%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$174.82 - $215.79 $62,935 - $77,684
-360 Reduced 3.51%
9,895 $2.14 Million
Q1 2025

May 08, 2025
BUY
$198.1 - $229.79 $306,856 - $355,944
1,549 Added 17.79%
10,255 $2.05 Million
Q4 2024

Jan 21, 2025
BUY
$216.13 - $242.4 $86,019 - $96,475
398 Added 4.79%
8,706 $1.92 Million
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

# of Institutions
2,935
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email