Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

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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All positions including iShares S&P 500 Index held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

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