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

Ishares Tr s^p aggr all shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) 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 Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all 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 Tr s^p aggr all by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $233k 2.9k 78.91
2024-06-30 $223k 3.0k 74.78
2024-03-31 $229k 3.1k 73.46
2023-09-30 $306k 4.8k 63.49
2023-06-30 $383k 5.8k 66.34
2023-03-31 $442k 6.9k 63.59
2022-12-31 $2.6M 43k 59.75
2022-09-30 $2.3M 42k 55.45
2022-06-30 $2.3M 39k 59.88
2022-03-31 $2.5M 37k 68.95
2021-12-31 $2.6M 35k 72.81
2021-09-30 $2.4M 35k 69.78
2021-06-30 $2.6M 37k 70.66
2021-03-31 $2.3M 35k 66.91
2020-12-31 $2.1M 32k 64.17
2020-09-30 $1.8M 31k 58.01
2020-06-30 $1.7M 30k 54.90
2020-03-31 $1.4M 29k 47.46
2019-12-31 $3.6M 87k 41.74
2019-09-30 $2.8M 51k 54.93
2019-06-30 $2.6M 47k 55.16
2019-03-31 $2.4M 45k 53.52
2018-12-31 $2.0M 42k 48.56
2018-09-30 $2.1M 39k 54.63
2018-06-30 $2.4M 44k 53.40
2018-03-31 $2.2M 41k 53.50
2017-12-31 $2.1M 38k 53.87
2017-09-30 $2.1M 38k 53.58
2017-06-30 $1.9M 36k 51.80
2017-03-31 $1.8M 35k 49.94
2016-12-31 $1.6M 33k 47.22
2016-09-30 $1.6M 33k 47.47
2016-06-30 $1.4M 31k 45.86
2016-03-31 $1.3M 29k 45.32
2015-12-31 $1.2M 28k 44.84
2015-09-30 $1.2M 26k 43.65
2015-06-30 $1.2M 26k 47.43
2015-03-31 $1.2M 25k 47.50
2014-12-31 $1.1M 23k 46.26
2014-09-30 $935k 21k 45.57
2014-06-30 $938k 20k 47.18
2014-03-31 $821k 18k 45.37
2013-12-31 $674k 15k 44.61
2013-09-30 $601k 14k 41.99
2013-06-30 $644k 16k 39.94

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View all funds holding Ishares Tr s^p aggr all