Essex Private Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Essex Private Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$201.03 - $253.2 $1.43 Million - $1.81 Million	-7,137 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$230.48 - $266.11 $1.71 Million - $1.98 Million	-7,433 Reduced 51.02%	7,137 $1.79 Million
Q4 2021 Feb 09, 2022	SELL	$241.33 - $266.02 $30,890 - $34,050	-128 Reduced 0.87%	14,570 $3.85 Million
Q3 2021 Nov 15, 2021	SELL	$239.32 - $255.42 $3,111 - $3,320	-13 Reduced 0.09%	14,698 $3.55 Million
Q2 2021 Aug 09, 2021	SELL	$226.48 - $242.11 $109,163 - $116,697	-482 Reduced 3.17%	14,711 $3.56 Million
Q1 2021 May 17, 2021	SELL	$208.89 - $225.24 $34,049 - $36,714	-163 Reduced 1.06%	15,193 $3.4 Million
Q4 2020 Feb 12, 2021	SELL	$182.85 - $211.84 $248,127 - $287,466	-1,357 Reduced 8.12%	15,356 $3.25 Million
Q3 2020 Nov 10, 2020	SELL	$172.79 - $199.44 $36,113 - $41,682	-209 Reduced 1.24%	16,713 $3.13 Million
Q2 2020 Aug 11, 2020	BUY	$135.3 - $179.75 $146,800 - $195,028	1,085 Added 6.85%	16,922 $2.91 Million
Q1 2020 May 13, 2020	SELL	$122.99 - $188.06 $282,139 - $431,409	-2,294 Reduced 12.65%	15,837 $2.24 Million
Q4 2019 Feb 13, 2020	BUY	$159.7 - $178.97 $2.9 Million - $3.24 Million	18,131 New	18,131 $3.23 Million

1,553

97.6M

66.9K

199K

Get notified when there are updates to the investment portfolio of Essex Private Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Essex Private Wealth Management, LLC with notifications on news.