Empirical Asset Management, LLC Ishares S&P 500 Value ETF Transaction History

Empirical Asset Management, LLC

$323 Billion
Q2 2025

A detailed history of Empirical Asset Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Empirical Asset Management, LLC holds 8,499 shares of IVE stock, worth $1.69 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

8,499

Previous 8,275 2.71%

Holding current value

$1.69 Million

Previous $1.58 Billion 5.31%

% of portfolio

0.51%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$168.34 - $195.42 $37,708 - $43,774	224 Added 2.71%	8,499 $1.66 Billion
Q1 2025 May 12, 2025	BUY	$185.78 - $198.58 $159,213 - $170,183	857 Added 11.55%	8,275 $1.58 Billion
Q4 2024 Jan 15, 2025	SELL	$189.5 - $206.17 $23,119 - $25,152	-122 Reduced 1.62%	7,418 $1.42 Million
Q3 2024 Oct 11, 2024	SELL	$181.06 - $197.17 $233,205 - $253,954	-1,288 Reduced 14.59%	7,540 $1.49 Million
Q2 2024 Aug 09, 2024	BUY	$176.58 - $186.7 $1.56 Million - $1.65 Million	8,828 New	8,828 $1.61 Million
Q1 2022 May 06, 2022	SELL	$147.46 - $159.06 $1.39 Million - $1.49 Million	-9,393 Closed	0 $0
Q4 2021 May 06, 2022	BUY	$145.8 - $156.8 $1.37 Million - $1.47 Million	9,393 New	9,393 $1.47 Million

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

163M

Call Options Held

128K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Asset Management, LLC with notifications on news.

Account

Empirical Asset Management, LLC Ishares S&P 500 Value ETF Transaction History