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
2025-09-30 $222k 2.5k 88.14
2025-06-30 $215k 2.6k 83.40
2025-03-31 $226k 2.9k 76.50
2024-12-31 $226k 2.9k 76.61
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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American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Victoryshares Fr (GFLW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

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

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View all funds holding Ishares Tr s^p aggr all