ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2025
Shares 9,481 Value ($000) $2,011 Avg Close — Range —
Q3 2025
Shares 10,177 Value ($000) $2,102 Avg Close — Range —
Q2 2025
Shares 10,099 Value ($000) $1,974 Avg Close — Range —
Q1 2025
Shares 8,156 Value ($000) $1,554 Avg Close — Range —
Q4 2024
Shares 8,980 Value ($000) $1,714 Avg Close — Range —
Q3 2024
Shares 8,031 Value ($000) $1,594 Avg Close — Range —
Q2 2024
Shares 10,995 Value ($000) $2,040 Avg Close — Range —
Q1 2024
Shares 9,939 Value ($000) $1,857 Avg Close — Range —
Q4 2023
Shares 9,547 Value ($000) $1,660 Avg Close — Range —
Q3 2023
Shares 8,684 Value ($000) $1,336 Avg Close — Range —
Q2 2023
Shares 8,819 Value ($000) $1,421 Avg Close — Range —
Q1 2023
Shares 9,087 Value ($000) $1,379 Avg Close — Range —
Q4 2022
Shares 9,660 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 9,710 Value ($000) $1,248 Avg Close — Range —
Q2 2022
Shares 8,401 Value ($000) $1,155 Avg Close — Range —
Q1 2022
Shares 8,650 Value ($000) $1,347 Avg Close — Range —
Q4 2021
Shares 7,604 Value ($000) $1,191 Avg Close — Range —
Q3 2021
Shares 7,780 Value ($000) $1,131 Avg Close — Range —
Q2 2021
Shares 7,354 Value ($000) $1,039 Avg Close — Range —
Q1 2021
Shares 7,354 Value ($000) $1,039 Avg Close — Range —
Q4 2020
Shares 5,893 Value ($000) $754 Avg Close — Range —