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

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

  • $3.65 Billion
  • Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 9,324 shares of IWR stock, worth $749,836. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,324
Previous 9,324 -0.0%
Holding current value
$749,836
Previous $821,000 0.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024
SELL
$79.92 - $88.19 $15,264 - $16,844
-191 Reduced 2.01%
9,324 $821,000
Q2 2024

Aug 09, 2024
BUY
$78.66 - $83.59 $748,449 - $795,358
9,515 New
9,515 $771,000
Q4 2022

Feb 07, 2023
SELL
$62.09 - $71.89 $37,688 - $43,637
-607 Reduced 8.44%
6,588 $444,000
Q3 2022

Nov 02, 2022
SELL
$62.15 - $74.82 $287,630 - $346,266
-4,628 Reduced 39.14%
7,195 $447,000
Q2 2022

Aug 02, 2022
BUY
$62.75 - $78.76 $127,445 - $159,961
2,031 Added 20.74%
11,823 $764,000
Q1 2022

May 13, 2022
SELL
$72.29 - $82.89 $4,698 - $5,387
-65 Reduced 0.66%
9,792 $764,000
Q4 2021

Feb 14, 2022
BUY
$78.41 - $85.28 $327,204 - $355,873
4,173 Added 73.42%
9,857 $818,000
Q3 2021

Nov 02, 2021
BUY
$76.44 - $82.59 $434,484 - $469,441
5,684 New
5,684 $445,000
Q2 2020

Aug 12, 2020
SELL
$40.64 - $57.63 $193,487 - $274,376
-4,761 Closed
0 $0
Q1 2020

May 11, 2020
SELL
$36.81 - $61.96 $72,810 - $122,556
-1,978 Reduced 29.35%
4,761 $206,000
Q4 2019

Feb 13, 2020
BUY
$54.12 - $59.69 $87,728 - $96,757
1,621 Added 31.67%
6,739 $402,000
Q3 2019

Nov 13, 2019
BUY
$53.6 - $57.42 $6,003 - $6,431
112 Added 2.24%
5,118 $286,000
Q1 2019

May 13, 2019
SELL
$45.53 - $54.18 $59,097 - $70,325
-1,298 Reduced 20.59%
5,006 $270,000
Q4 2018

Feb 13, 2019
BUY
$43.7 - $54.95 $202,680 - $254,858
4,638 Added 278.39%
6,304 $293,000
Q3 2018

Nov 13, 2018
BUY
$52.87 - $56.02 $88,081 - $93,329
1,666 New
1,666 $367,000

Others Institutions Holding IWR

# of Institutions
1,537
Shares Held
369M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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