A detailed history of Empirical Asset Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Empirical Asset Management, LLC holds 3,321 shares of IVV stock, worth $1.88 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,321
Previous 1,394 138.24%
Holding current value
$1.88 Million
Previous $732,000 148.22%
% of portfolio
0.21%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$497.53 - $549.64 $958,740 - $1.06 Million
1,927 Added 138.24%
3,321 $1.82 Million
Q1 2024

May 10, 2024

BUY
$469.56 - $525.73 $322,587 - $361,176
687 Added 97.17%
1,394 $732,000
Q4 2023

Jan 12, 2024

BUY
$412.55 - $479.0 $2,887 - $3,353
7 Added 1.0%
707 $337,000
Q3 2023

Nov 01, 2023

BUY
$427.76 - $460.18 $19,249 - $20,708
45 Added 6.87%
700 $300,000
Q2 2023

Aug 01, 2023

BUY
$406.17 - $445.71 $406 - $445
1 Added 0.15%
655 $291,000
Q1 2023

Apr 18, 2023

BUY
$381.13 - $418.66 $1,143 - $1,255
3 Added 0.46%
654 $268,000
Q4 2022

Jan 31, 2023

BUY
$357.98 - $409.32 $1,073 - $1,227
3 Added 0.46%
651 $250,000
Q3 2022

Oct 19, 2022

BUY
$358.65 - $432.04 $717 - $864
2 Added 0.31%
648 $233,000
Q2 2022

Jul 18, 2022

SELL
$366.99 - $458.8 $2,201 - $2,752
-6 Reduced 0.92%
646 $245,000
Q1 2022

May 06, 2022

BUY
$418.06 - $479.84 $10,451 - $11,996
25 Added 3.99%
652 $296,000
Q4 2021

May 06, 2022

BUY
$430.29 - $479.53 $269,791 - $300,665
627 New
627 $299,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Empirical Asset Management, LLC Portfolio

Follow Empirical Asset Management, LLC and customize your updates to receive the information that matters most to you.

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.