Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Core S&P 500 ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.91 Billion
  • Q3 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 21,565 shares of IVV stock, worth $14.6 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
21,565
Previous 18,843 14.45%
Holding current value
$14.6 Million
Previous $11.7 Million 23.37%
% of portfolio
0.29%
Previous 0.27%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$620.67 - $670.08 $1.69 Million - $1.82 Million
2,722 Added 14.45%
21,565 $14.4 Million
Q2 2025

Jul 21, 2025
BUY
$498.8 - $620.9 $154,129 - $191,858
309 Added 1.67%
18,843 $11.7 Million
Q1 2025

May 08, 2025
BUY
$554.06 - $615.85 $1.88 Million - $2.1 Million
3,402 Added 22.48%
18,534 $10.4 Million
Q4 2024

Jan 21, 2025
SELL
$570.51 - $610.59 $180,851 - $193,557
-317 Reduced 2.05%
15,132 $8.91 Million
Q3 2024

Oct 31, 2024
BUY
$520.18 - $576.82 $751,139 - $832,928
1,444 Added 10.31%
15,449 $8.91 Million
Q2 2024

Aug 09, 2024
SELL
$497.53 - $549.64 $332,350 - $367,159
-668 Reduced 4.55%
14,005 $7.66 Million
Q1 2024

May 06, 2024
SELL
$469.56 - $525.73 $216,936 - $242,887
-462 Reduced 3.05%
14,673 $7.71 Million
Q4 2023

Feb 06, 2024
BUY
$412.55 - $479.0 $312,300 - $362,603
757 Added 5.26%
15,135 $7.23 Million
Q3 2023

Nov 02, 2023
BUY
$427.76 - $460.18 $179,659 - $193,275
420 Added 3.01%
14,378 $6.17 Million
Q2 2023

Aug 11, 2023
SELL
$406.17 - $445.71 $238,421 - $261,631
-587 Reduced 4.04%
13,958 $6.22 Million
Q1 2023

May 09, 2023
SELL
$381.13 - $418.66 $381 - $418
-1 Reduced 0.01%
14,545 $5.98 Million
Q4 2022

Feb 07, 2023
SELL
$357.98 - $409.32 $88,421 - $101,102
-247 Reduced 1.67%
14,546 $5.59 Million
Q3 2022

Nov 02, 2022
SELL
$358.65 - $432.04 $79,620 - $95,912
-222 Reduced 1.48%
14,793 $5.31 Million
Q2 2022

Aug 02, 2022
BUY
$366.99 - $458.8 $833,434 - $1.04 Million
2,271 Added 17.82%
15,015 $5.69 Million
Q1 2022

May 13, 2022
SELL
$418.06 - $479.84 $105,351 - $120,919
-252 Reduced 1.94%
12,744 $5.78 Million
Q4 2021

Feb 14, 2022
SELL
$430.29 - $479.53 $214,714 - $239,285
-499 Reduced 3.7%
12,996 $6.2 Million
Q3 2021

Nov 02, 2021
SELL
$426.8 - $455.27 $769,093 - $820,396
-1,802 Reduced 11.78%
13,495 $5.81 Million
Q2 2021

Aug 12, 2021
BUY
$402.08 - $429.92 $295,126 - $315,561
734 Added 5.04%
15,297 $6.58 Million
Q1 2021

May 17, 2021
BUY
$370.22 - $398.75 $305,431 - $328,968
825 Added 6.01%
14,563 $5.79 Million
Q4 2020

Feb 12, 2021
BUY
$327.62 - $375.39 $339,741 - $389,279
1,037 Added 8.16%
13,738 $5.16 Million
Q3 2020

Nov 12, 2020
BUY
$311.81 - $359.24 $385,085 - $443,661
1,235 Added 10.77%
12,701 $4.27 Million
Q2 2020

Aug 12, 2020
BUY
$246.8 - $324.4 $196,206 - $257,897
795 Added 7.45%
11,466 $3.55 Million
Q1 2020

May 11, 2020
BUY
$224.65 - $339.88 $1.11 Million - $1.68 Million
4,955 Added 86.69%
10,671 $2.76 Million
Q4 2019

Feb 13, 2020
BUY
$289.63 - $324.32 $71,248 - $79,782
246 Added 4.5%
5,716 $1.85 Million
Q3 2019

Nov 13, 2019
BUY
$285.57 - $303.77 $29,413 - $31,288
103 Added 1.92%
5,470 $1.63 Million
Q2 2019

Aug 12, 2019
SELL
$276.38 - $296.02 $5,527 - $5,920
-20 Reduced 0.37%
5,367 $1.58 Million
Q1 2019

May 13, 2019
BUY
$245.43 - $286.57 $486,196 - $567,695
1,981 Added 58.16%
5,387 $1.53 Million
Q4 2018

Feb 13, 2019
SELL
$236.09 - $293.95 $102,463 - $127,574
-434 Reduced 11.3%
3,406 $857,000
Q3 2018

Nov 13, 2018
SELL
$272.73 - $295.76 $694,097 - $752,709
-2,545 Reduced 39.86%
3,840 $1.12 Million
Q2 2018

Aug 13, 2018
SELL
$259.21 - $280.89 $666,169 - $721,887
-2,570 Reduced 28.7%
6,385 $1.74 Million
Q1 2018

May 14, 2018
BUY
$259.62 - $288.66 $259,620 - $288,660
1,000 Added 12.57%
8,955 $2.38 Million
Q1 2018

May 14, 2018
BUY
$259.62 - $288.66 $910,746 - $1.01 Million
3,508 Added 78.88%
7,955 $2.38 Million
Q4 2017

Feb 12, 2018
SELL
$253.97 - $271.47 $173,969 - $185,956
-685 Reduced 13.35%
4,447 $1.2 Million
Q3 2017

Nov 13, 2017
SELL
$246.18 - $253.1 $32,003 - $32,903
-130 Reduced 2.47%
5,132 $1.3 Million
Q2 2017

Aug 10, 2017
BUY
N/A
5,262
5,262 $1.28 Million

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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