Essex Financial Services, Inc. Ishares Tr Transaction History

Essex Financial Services, Inc.

$1.33 Billion
Q1 2025

A detailed history of Essex Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Essex Financial Services, Inc. holds 2,213 shares of IEO stock, worth $179,673. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,213

Holding current value

$179,673

% of portfolio

0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$86.02 - $99.13 $190,362 - $219,374	2,213 New	2,213 $209,000
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

# of Institutions

173

Shares Held

2.63M

Call Options Held

37.3K

Put Options Held

28.2K

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About ISHARES TR

Ticker IEO
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Essex Financial Services, Inc. Ishares Tr Transaction History