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

$3.65 Billion
Q4 2024

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 1,398 shares of IWV stock, worth $480,744. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,398

Previous 1,398 -0.0%

Holding current value

$480,744

Previous $456,000 2.41%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

866

Shares Held

26.5M

Call Options Held

11.9K

Put Options Held

2.9K

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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