ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

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

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

Q4 2025
Shares 30,214 Value ($000) $5,074 Avg Close Range
Q3 2025
Shares 30,569 Value ($000) $5,030 Avg Close Range
Q2 2025
Shares 30,716 Value ($000) $4,620 Avg Close Range
Q1 2025
Shares 30,275 Value ($000) $3,847 Avg Close Range
Q4 2024
Shares 29,705 Value ($000) $4,139 Avg Close Range
Q3 2024
Shares 28,498 Value ($000) $3,841 Avg Close Range
Q2 2024
Shares 28,913 Value ($000) $3,485 Avg Close Range
Q1 2024
Shares 22,687 Value ($000) $2,659 Avg Close Range
Q4 2023
Shares 23,029 Value ($000) $2,397 Avg Close Range
Q3 2023
Shares 21,177 Value ($000) $2,008 Avg Close Range
Q2 2023
Shares 16,092 Value ($000) $1,571 Avg Close Range
Q1 2023
Shares 15,171 Value ($000) $1,347 Avg Close Range
Q4 2022
Shares 15,763 Value ($000) $1 Avg Close Range
Q3 2022
Shares 19,589 Value ($000) $1,571 Avg Close Range
Q2 2022
Shares 16,681 Value ($000) $1,396 Avg Close Range
Q1 2022
Shares 16,767 Value ($000) $1,772 Avg Close Range
Q4 2021
Shares 13,888 Value ($000) $1,606 Avg Close Range
Q3 2021
Shares 12,832 Value ($000) $1,314 Avg Close Range
Q2 2021
Shares 8,474 Value ($000) $769 Avg Close Range
Q1 2021
Shares 8,474 Value ($000) $769 Avg Close Range
Q4 2020
Shares 7,502 Value ($000) $665 Avg Close Range
Q3 2020
Shares 5,259 Value ($000) $421 Avg Close Range
Q2 2020
Shares 3,719 Value ($000) $267 Avg Close Range
Q1 2020
Shares 9,283 Value ($000) $530 Avg Close Range
Q4 2019
Shares 6,855 Value ($000) $464 Avg Close Range
Q3 2019
Shares 6,598 Value ($000) $415 Avg Close Range
Q2 2019
Shares 4,642 Value ($000) $291 Avg Close Range