Empirical Asset Management »

iShares S&P 500 Value Index shares owned by Empirical Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Empirical Asset Management from 13F filings

Historical chart of Empirical Asset Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Empirical Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Empirical Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 7.5k 197.16
2024-06-30 $1.6M 8.8k 182.01
2021-12-31 $1.5M 9.4k 156.61

More positions owned by Empirical Asset Management

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
NVIDIA Corporation (NVDA)
Home Depot (HD)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Meta Platforms Cl A (META)
Amazon (AMZN)
RBB Us Treasy 2 Yr (UTWO)
RBB Us Treasr 10 Yr (UTEN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr Us Hlthcare Etf (IYH)

View all positions for Empirical Asset Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index