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 $189,883. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,210
Previous 2,207 0.14%
Holding current value
$189,883
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
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