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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-03-31 $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

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
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

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Raymond James & Associates
Assetmark
Cambridge Investment Research Advisors
Stifel Financial
Commonwealth Equity Services
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Warren Averett Asset Management
First Ascent Asset Management
Northwest Wealth Management
Legacy Financial Group

View all funds holding Ishares Tr s^p aggr all