Essex Financial Services, Inc. Ishares Tr Russell 1000 ETF Transaction History

Essex Financial Services, Inc.

$1.36 Billion
Q4 2024

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 5,417 shares of IWB stock, worth $1.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,417

Previous 5,394 0.43%

Holding current value

$1.8 Million

Previous $1.7 Million 2.95%

% of portfolio

0.13%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$311.11 - $335.64 $7,155 - $7,719	23 Added 0.43%	5,417 $1.75 Million
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

# of Institutions

1,413

Shares Held

93.7M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Essex Financial Services, Inc. Ishares Tr Russell 1000 ETF Transaction History