iShares S&P 500 Index shares owned by Empirical Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Empirical Asset Management
from 13F filings
Historical chart of Empirical Asset Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Empirical Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Empirical Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 4.4k | 669.30 |
| 2025-06-30 | $2.7M | 4.4k | 620.87 |
| 2025-03-31 | $2.5M | 4.5k | 561.95 |
| 2024-12-31 | $2.6M | 4.4k | 588.68 |
| 2024-09-30 | $1.9M | 3.3k | 576.82 |
| 2024-06-30 | $1.8M | 3.3k | 547.15 |
| 2024-03-31 | $733k | 1.4k | 525.60 |
| 2023-12-31 | $338k | 707 | 477.42 |
| 2023-09-30 | $301k | 700 | 429.70 |
| 2023-06-30 | $292k | 655 | 446.01 |
| 2023-03-31 | $269k | 654 | 410.82 |
| 2022-12-31 | $250k | 651 | 384.30 |
| 2022-09-30 | $233k | 648 | 359.57 |
| 2022-06-30 | $245k | 646 | 379.26 |
| 2022-03-31 | $296k | 652 | 453.99 |
| 2021-12-31 | $299k | 627 | 476.87 |
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