iShares S&P 1500 Index Fund shares owned by Essex Financial Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 134k | 145.65 |
| 2025-06-30 | $19M | 142k | 135.04 |
| 2025-03-31 | $16M | 131k | 122.01 |
| 2024-12-31 | $17M | 136k | 128.62 |
| 2024-09-30 | $16M | 125k | 127.65 |
| 2024-06-30 | $18M | 154k | 118.78 |
| 2024-03-31 | $8.7M | 76k | 115.30 |
| 2023-12-31 | $5.3M | 51k | 105.23 |
| 2023-09-30 | $3.4M | 36k | 94.19 |
| 2023-06-30 | $3.3M | 34k | 97.84 |
| 2023-03-31 | $3.0M | 33k | 90.55 |
| 2022-12-31 | $2.8M | 33k | 84.78 |
| 2022-09-30 | $2.7M | 34k | 79.55 |
| 2022-06-30 | $2.8M | 33k | 83.79 |
| 2022-03-31 | $3.4M | 31k | 106.98 |
| 2021-12-31 | $3.4M | 31k | 106.98 |
| 2021-09-30 | $3.4M | 35k | 98.38 |
| 2021-06-30 | $2.5M | 27k | 91.58 |
| 2021-03-31 | $2.5M | 27k | 91.58 |
| 2020-12-31 | $1.7M | 20k | 86.24 |
| 2020-09-30 | $1.0M | 14k | 75.47 |
| 2020-06-30 | $757k | 11k | 69.44 |
| 2020-03-31 | $562k | 9.8k | 57.17 |
| 2019-12-31 | $343k | 4.7k | 72.61 |
| 2019-09-30 | $355k | 5.3k | 66.98 |
| 2018-03-31 | $1.7M | 29k | 60.45 |
| 2017-06-30 | $1.4M | 26k | 55.41 |
| 2017-03-31 | $1.4M | 25k | 54.02 |
| 2016-12-31 | $801k | 16k | 51.31 |