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

  • $3.31 Billion
  • Q1 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 1,543 shares of IWV stock, worth $490,056. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,543
Previous 1,143 35.0%
Holding current value
$490,056
Previous $312,000 48.4%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
4,828 New
4,828 $1.34 Million

Others Institutions Holding IWV

# of Institutions
802
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
View Full List

About ISHARES RUSSELL 3000 ETF

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