Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,352 shares of IWV stock, worth $511,637. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,352

Previous 1,352 -0.0%

Holding current value

$511,637

Previous $429,000 10.49%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$313.1 - $349.83 $14,402 - $16,092	-46 Reduced 3.29%	1,352 $429,000
Q3 2024 Oct 31, 2024	SELL	$294.75 - $326.73 $19,158 - $21,237	-65 Reduced 4.44%	1,398 $456,000
Q2 2024 Aug 09, 2024	SELL	$283.16 - $309.9 $22,652 - $24,792	-80 Reduced 5.18%	1,463 $451,000
Q1 2024 May 06, 2024	BUY	$268.36 - $300.08 $107,344 - $120,032	400 Added 35.0%	1,543 $463,000
Q4 2023 Feb 06, 2024	BUY	$234.36 - $274.87 $267,873 - $314,176	1,143 New	1,143 $312,000
Q4 2021 Feb 14, 2022	BUY	$254.66 - $279.11 $1.23 Million - $1.35 Million	4,828 New	4,828 $1.34 Million

Others Institutions Holding IWV

# of Institutions

931

Shares Held

28.1M

Call Options Held

20.7K

Put Options Held

7.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Russell 3000 ETF Transaction History