Empirical Financial Services, LLC D.B.A. Empirical Wealth Management ISHARES TR Transaction History

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

  • $3.37 Billion
  • Q2 2024
Number of Shares
12,026
Previous 14,780 18.63%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
N/A
-2,754 Reduced 18.63%
12,026 $0
Q1 2024

May 06, 2024
SELL
N/A
-166 Reduced 1.11%
14,780 $0
Q4 2023

Feb 06, 2024
SELL
N/A
-1,058 Reduced 6.61%
14,946 $0
Q3 2023

Nov 02, 2023
SELL
N/A
-2,348 Reduced 12.79%
16,004 $0
Q2 2023

Aug 11, 2023
SELL
N/A
-2,947 Reduced 13.84%
18,352 $0
Q1 2023

May 09, 2023
SELL
N/A
-8,788 Reduced 29.21%
21,299 $0
Q4 2022

Feb 07, 2023
SELL
N/A
-1,640 Reduced 5.17%
30,087 $0
Q3 2022

Nov 02, 2022
BUY
N/A
3,560 Added 12.64%
31,727 $788,000
Q2 2022

Aug 02, 2022
BUY
N/A
4,072 Added 16.9%
28,167 $823,000
Q1 2022

May 13, 2022
SELL
N/A
-1,674 Reduced 6.5%
24,095 $853,000
Q4 2021

Feb 14, 2022
SELL
N/A
-600 Reduced 2.28%
25,769 $960,000
Q3 2021

Nov 02, 2021
SELL
N/A
-155 Reduced 0.58%
26,369 $977,000
Q2 2021

Aug 12, 2021
BUY
N/A
2,439 Added 10.13%
26,524 $1.02 Million
Q1 2021

May 17, 2021
SELL
N/A
-2,010 Reduced 7.7%
24,085 $872,000
Q4 2020

Feb 12, 2021
SELL
N/A
-80 Reduced 0.31%
26,095 $931,000
Q2 2020

Aug 12, 2020
BUY
N/A
2,731 Added 11.65%
26,175 $791,000
Q1 2020

May 11, 2020
BUY
N/A
10,359 Added 79.17%
23,444 $652,000
Q4 2019

Feb 13, 2020
BUY
N/A
2,695 Added 25.94%
13,085 $507,000
Q3 2019

Nov 13, 2019
SELL
N/A
-1,565 Reduced 13.09%
10,390 $400,000
Q1 2019

May 13, 2019
SELL
N/A
-425 Reduced 3.43%
11,955 $464,000
Q4 2018

Feb 13, 2019
BUY
N/A
145 Added 1.19%
12,380 $427,000
Q1 2018

May 14, 2018
BUY
N/A
6,837 Added 126.66%
12,235 $477,000
Q1 2018

May 14, 2018
SELL
N/A
-5,322 Reduced 49.65%
5,398 $477,000
Q4 2017

Feb 12, 2018
BUY
N/A
190 Added 1.8%
10,720 $423,000
Q3 2017

Nov 13, 2017
SELL
N/A
-422 Reduced 3.85%
10,530 $401,000
Q2 2017

Aug 10, 2017
BUY
N/A
10,952
10,952 $405,000
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