ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Essex Financial Services, Inc.'s Holding History (CIK: 0001315785)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 26,612 Value ($000) $3,280 Avg Close — Range —
Q3 2025
Shares 28,387 Value ($000) $3,427 Avg Close — Range —
Q2 2025
Shares 29,132 Value ($000) $3,207 Avg Close — Range —
Q1 2025
Shares 27,668 Value ($000) $2,568 Avg Close — Range —
Q4 2024
Shares 30,053 Value ($000) $3,051 Avg Close — Range —
Q3 2024
Shares 26,383 Value ($000) $2,586 Avg Close — Range —
Q2 2024
Shares 31,225 Value ($000) $2,729 Avg Close — Range —
Q1 2024
Shares 27,177 Value ($000) $2,295 Avg Close — Range —
Q4 2023
Shares 25,580 Value ($000) $1,921 Avg Close — Range —
Q3 2023
Shares 28,473 Value ($000) $1,948 Avg Close — Range —
Q2 2023
Shares 28,133 Value ($000) $1,983 Avg Close — Range —
Q1 2023
Shares 29,119 Value ($000) $1,860 Avg Close — Range —
Q4 2022
Shares 40,595 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 39,891 Value ($000) $2,308 Avg Close — Range —
Q2 2022
Shares 38,771 Value ($000) $2,340 Avg Close — Range —
Q1 2022
Shares 40,146 Value ($000) $3,066 Avg Close — Range —
Q4 2021
Shares 39,661 Value ($000) $3,318 Avg Close — Range —
Q3 2021
Shares 39,884 Value ($000) $2,948 Avg Close — Range —
Q2 2021
Shares 34,653 Value ($000) $2,256 Avg Close — Range —
Q1 2021
Shares 34,653 Value ($000) $2,256 Avg Close — Range —
Q4 2020
Shares 34,513 Value ($000) $2,203 Avg Close — Range —
Q3 2020
Shares 5,563 Value ($000) $1,285 Avg Close — Range —
Q2 2020
Shares 2,035 Value ($000) $422 Avg Close — Range —
Q1 2020
Shares 2,277 Value ($000) $376 Avg Close — Range —
Q4 2019
Shares 2,035 Value ($000) $394 Avg Close — Range —
Q3 2019
Shares 2,034 Value ($000) $366 Avg Close — Range —
Q2 2019
Shares 1,543 Value ($000) $277 Avg Close — Range —
Q1 2019
Shares 1,543 Value ($000) $266 Avg Close — Range —
Q4 2018
Shares 1,468 Value ($000) $221 Avg Close — Range —
Q1 2018
Shares 3,613 Value ($000) $560 Avg Close — Range —
Q2 2017
Shares 3,702 Value ($000) $507 Avg Close — Range —
Q1 2017
Shares 2,787 Value ($000) $367 Avg Close — Range —
Q4 2016
Shares 2,897 Value ($000) $353 Avg Close — Range —
Q3 2016
Shares 2,691 Value ($000) $327 Avg Close — Range —
Q1 2016
Shares 1,774 Value ($000) $206 Avg Close — Range —
Q4 2015
Shares 1,774 Value ($000) $205 Avg Close — Range —