A detailed history of Essex Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Essex Financial Services, Inc. holds 2,210 shares of IEO stock, worth $221,729. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,210
Previous 2,207 0.14%
Holding current value
$221,729
Previous $219,000 7.76%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$88.52 - $101.16 $265 - $303
3 Added 0.14%
2,210 $202,000
Q2 2024

Aug 09, 2024

SELL
$96.41 - $111.94 $21,210 - $24,626
-220 Reduced 9.06%
2,207 $219,000
Q2 2024

Jul 31, 2024

SELL
$96.41 - $111.94 $15,811 - $18,358
-164 Reduced 6.33%
2,427 $241,000
Q1 2024

Apr 23, 2024

BUY
$87.76 - $106.97 $175 - $213
2 Added 0.08%
2,591 $277,000
Q4 2023

Feb 05, 2024

BUY
$89.35 - $102.39 $268 - $307
3 Added 0.12%
2,589 $241,000
Q2 2023

Aug 08, 2023

BUY
$78.88 - $90.31 $157 - $180
2 Added 0.08%
2,586 $219,000
Q1 2023

May 11, 2023

SELL
$79.25 - $98.78 $142,412 - $177,507
-1,797 Reduced 41.02%
2,584 $221,000
Q4 2022

Feb 10, 2023

BUY
$88.39 - $105.94 $387,236 - $464,123
4,381 New
4,381 $406,000

Others Institutions Holding IEO

About ISHARES TR


  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
Track This Portfolio

Track Essex Financial Services, Inc. Portfolio

Follow Essex Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.