Essex Financial Services, Inc. Ishares Msci Usa Equal Weighte Transaction History

Essex Financial Services, Inc.

$1.36 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$71.79 - $81.04 $303,384 - $342,475	4,226 New	4,226 $319,000

Others Institutions Holding EUSA

# of Institutions

113

Shares Held

5.95M

Call Options Held

0

Put Options Held

0

Stifel Financial Corp St. Louis, MO

819K
Shares

$80.4 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

490K
Shares

$48.1 Million
0.0% of portfolio
Schroder Investment Management Group London, X0

478K
Shares

$46.9 Million
0.05% of portfolio
Strategic Financial Services, Inc, Utica, NY

415K
Shares

$40.8 Million
2.37% of portfolio
Envestnet Asset Management Inc

357K
Shares

$35 Million
0.01% of portfolio

About ISHARES MSCI USA EQUAL WEIGHTE

Ticker EUSA
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