iShares S&P 500 Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) 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 Index
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Quarterly reported holdings in iShares S&P 500 Index by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 22k | 669.30 |
| 2025-06-30 | $12M | 19k | 620.90 |
| 2025-03-31 | $10M | 19k | 561.89 |
| 2024-12-31 | $8.9M | 15k | 588.67 |
| 2024-09-30 | $8.9M | 15k | 576.81 |
| 2024-06-30 | $7.7M | 14k | 547.24 |
| 2024-03-31 | $7.7M | 15k | 525.72 |
| 2023-12-31 | $7.2M | 15k | 477.64 |
| 2023-09-30 | $6.2M | 14k | 429.42 |
| 2023-06-30 | $6.2M | 14k | 445.71 |
| 2023-03-31 | $6.0M | 15k | 411.08 |
| 2022-12-31 | $5.6M | 15k | 384.20 |
| 2022-09-30 | $5.3M | 15k | 358.62 |
| 2022-06-30 | $5.7M | 15k | 379.15 |
| 2022-03-31 | $5.8M | 13k | 453.70 |
| 2021-12-31 | $6.2M | 13k | 476.99 |
| 2021-09-30 | $5.8M | 14k | 430.83 |
| 2021-06-30 | $6.6M | 15k | 429.89 |
| 2021-03-31 | $5.8M | 15k | 397.79 |
| 2020-12-31 | $5.2M | 14k | 375.38 |
| 2020-09-30 | $4.3M | 13k | 336.04 |
| 2020-06-30 | $3.6M | 12k | 309.70 |
| 2020-03-31 | $2.8M | 11k | 258.36 |
| 2019-12-31 | $1.8M | 5.7k | 323.30 |
| 2019-09-30 | $1.6M | 5.5k | 298.54 |
| 2019-06-30 | $1.6M | 5.4k | 294.76 |
| 2019-03-31 | $1.5M | 5.4k | 284.57 |
| 2018-12-31 | $857k | 3.4k | 251.61 |
| 2018-09-30 | $1.1M | 3.8k | 292.71 |
| 2018-06-30 | $1.7M | 6.4k | 272.98 |
| 2018-03-31 | $2.4M | 8.0k | 298.68 |
| 2017-12-31 | $1.2M | 4.4k | 268.72 |
| 2017-09-30 | $1.3M | 5.1k | 252.92 |
| 2017-06-30 | $1.3M | 5.3k | 243.44 |
| 2017-03-31 | $1.1M | 4.7k | 237.17 |
| 2016-12-31 | $1.1M | 4.8k | 224.95 |
| 2016-09-30 | $857k | 3.9k | 217.51 |
| 2016-06-30 | $1.6M | 7.6k | 210.51 |
| 2016-03-31 | $2.0M | 9.9k | 206.64 |
| 2015-12-31 | $633k | 3.1k | 204.72 |
| 2015-09-30 | $632k | 3.3k | 192.86 |
| 2015-06-30 | $575k | 2.8k | 207.21 |
| 2015-03-31 | $431k | 2.1k | 207.91 |
| 2014-12-31 | $829k | 4.0k | 206.94 |
| 2014-09-30 | $587k | 3.0k | 198.24 |
| 2014-06-30 | $581k | 2.9k | 197.15 |
| 2014-03-31 | $234k | 1.2k | 187.80 |
| 2013-09-30 | $228k | 1.4k | 168.64 |
| 2013-06-30 | $218k | 1.4k | 161.24 |
| 2013-03-31 | $213k | 1.4k | 157.54 |
| 2011-06-30 | $213k | 1.6k | 132.63 |
| 2011-03-31 | $224k | 1.6k | 136.34 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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