Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

iShares S&P 500 Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 13k 525.73
2023-09-30 $5.4M 13k 429.46
2023-06-30 $5.9M 13k 445.74
2023-03-31 $5.1M 13k 411.10
2022-12-31 $4.2M 11k 384.22
2022-09-30 $12M 34k 358.66
2022-06-30 $14M 36k 379.16
2022-03-31 $16M 35k 453.70
2021-12-31 $18M 37k 476.99
2021-09-30 $16M 38k 430.58
2021-06-30 $16M 36k 429.77
2021-03-31 $12M 31k 397.81
2020-12-31 $11M 28k 375.40
2020-09-30 $8.5M 25k 336.06
2020-06-30 $7.3M 24k 309.68
2020-03-31 $7.3M 28k 258.38
2019-12-31 $12M 325k 35.76
2019-09-30 $11M 36k 298.52
2019-06-30 $11M 37k 294.79
2019-03-31 $10M 37k 284.55
2018-12-31 $10M 41k 251.61
2018-09-30 $12M 42k 292.72
2018-06-30 $12M 42k 273.04
2018-03-31 $12M 44k 265.37
2017-12-31 $13M 47k 268.85
2017-09-30 $12M 49k 252.92
2017-06-30 $11M 44k 243.41
2017-03-31 $9.7M 41k 237.27
2016-12-31 $8.8M 39k 225.00
2016-09-30 $8.1M 37k 217.55
2016-06-30 $7.7M 37k 210.51
2016-03-31 $7.4M 36k 206.66
2015-12-31 $7.3M 36k 204.86
2015-09-30 $6.5M 34k 192.71
2015-06-30 $6.9M 33k 207.22
2015-03-31 $6.7M 32k 207.82
2014-12-31 $6.3M 30k 206.89
2014-09-30 $5.5M 28k 198.24
2014-06-30 $5.4M 28k 196.98
2014-03-31 $5.4M 28k 188.12
2013-12-31 $5.2M 28k 185.66
2013-09-30 $3.7M 22k 168.91
2013-06-30 $3.9M 24k 160.92

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American Centy Etf Tr Us Eqt Etf (AVUS)
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Ishares Tr Msci Intl Qualty (IQLT)
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Vanguard World Inf Tech Etf (VGT)
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American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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