A detailed history of Essex Financial Services, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Essex Financial Services, Inc. holds 5,394 shares of IWB stock, worth $1.77 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,394
Previous 5,474 1.46%
Holding current value
$1.77 Million
Previous $1.63 Million 4.12%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 24, 2024

SELL
$283.28 - $314.39 $22,662 - $25,151
-80 Reduced 1.46%
5,394 $1.7 Million
Q2 2024

Aug 09, 2024

SELL
$272.21 - $298.72 $44,642 - $48,990
-164 Reduced 2.91%
5,474 $1.63 Million
Q2 2024

Jul 31, 2024

BUY
$272.21 - $298.72 $190,274 - $208,805
699 Added 14.15%
5,638 $1.68 Million
Q1 2024

Apr 23, 2024

BUY
$257.46 - $288.1 $202,621 - $226,734
787 Added 18.95%
4,939 $1.42 Million
Q4 2023

Feb 05, 2024

BUY
$225.16 - $263.17 $553,893 - $647,398
2,460 Added 145.39%
4,152 $1.09 Million
Q3 2023

Nov 15, 2023

BUY
$234.05 - $252.17 $123,578 - $133,145
528 Added 45.36%
1,692 $397,000
Q1 2023

May 11, 2023

BUY
$208.78 - $230.55 $243,019 - $268,360
1,164 New
1,164 $262,000
Q2 2022

Aug 01, 2022

SELL
$201.03 - $253.2 $177,308 - $223,322
-882 Closed
0 $0
Q1 2022

Apr 21, 2022

BUY
$230.48 - $266.11 $203,283 - $234,709
882 New
882 $221,000

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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.