Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr 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 Tr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,279 shares of IYY stock, worth $696,150. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,279
Previous 3,779 13.23%
Holding current value
$696,150
Previous $514,000 25.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 21, 2025
BUY
$120.9 - $150.87 $60,450 - $75,435
500 Added 13.23%
4,279 $645,000
Q4 2021

Feb 14, 2022
BUY
$107.69 - $118.54 $90,351 - $99,455
839 Added 28.54%
3,779 $445,000
Q3 2021

Nov 02, 2021
BUY
$106.77 - $113.98 $313,903 - $335,101
2,940 New
2,940 $317,000

Others Institutions Holding IYY

# of Institutions
286
Shares Held
3.65M
Call Options Held
4.5K
Put Options Held
100
View Full List

About ISHARES TR

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