iShares S&P 500 Value Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $753k | 4.3k | 173.89 |
| 2023-09-30 | $666k | 4.3k | 153.84 |
| 2023-06-30 | $698k | 4.3k | 161.19 |
| 2023-03-31 | $647k | 4.3k | 151.76 |
| 2022-12-31 | $465k | 3.2k | 145.07 |
| 2022-09-30 | $333k | 2.6k | 128.52 |
| 2022-06-30 | $370k | 2.7k | 137.55 |
| 2022-03-31 | $358k | 2.3k | 155.79 |
| 2021-12-31 | $360k | 2.3k | 156.66 |
| 2021-09-30 | $320k | 2.2k | 145.52 |
| 2018-03-31 | $665k | 5.5k | 121.35 |
| 2017-12-31 | $705k | 6.2k | 114.17 |
| 2017-09-30 | $666k | 6.2k | 107.85 |
| 2017-06-30 | $648k | 6.2k | 104.94 |
| 2017-03-31 | $642k | 6.2k | 103.97 |
| 2016-12-31 | $655k | 6.5k | 101.31 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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