ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 6,256 Value ($000) $641 Avg Close — Range —
Q3 2025
Shares 6,133 Value ($000) $613 Avg Close — Range —
Q2 2025
Shares 6,156 Value ($000) $583 Avg Close — Range —
Q1 2025
Shares 6,334 Value ($000) $585 Avg Close — Range —
Q4 2024
Shares 6,307 Value ($000) $584 Avg Close — Range —
Q3 2024
Shares 5,179 Value ($000) $498 Avg Close — Range —
Q2 2024
Shares 11,403 Value ($000) $1,025 Avg Close — Range —
Q1 2024
Shares 11,131 Value ($000) $1,007 Avg Close — Range —
Q4 2023
Shares 11,131 Value ($000) $939 Avg Close — Range —
Q3 2023
Shares 11,111 Value ($000) $829 Avg Close — Range —
Q2 2023
Shares 10,911 Value ($000) $854 Avg Close — Range —
Q1 2023
Shares 10,193 Value ($000) $752 Avg Close — Range —
Q4 2022
Shares 8,960 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 8,998 Value ($000) $563 Avg Close — Range —
Q2 2022
Shares 7,303 Value ($000) $488 Avg Close — Range —
Q1 2022
Shares 7,191 Value ($000) $546 Avg Close — Range —
Q4 2021
Shares 6,128 Value ($000) $468 Avg Close — Range —
Q3 2021
Shares 5,177 Value ($000) $367 Avg Close — Range —
Q2 2021
Shares 3,793 Value ($000) $261 Avg Close — Range —
Q1 2021
Shares 3,793 Value ($000) $261 Avg Close — Range —