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
2024-12-31 $6.8M 12k 588.70
2024-09-30 $7.0M 12k 576.80
2024-06-30 $6.8M 12k 547.25
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

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

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Victory Portfolios Ii Shares Free Cash (VFLO)
Apple (AAPL)
Alps Etf Tr Smith Core Plus (SMTH)
NVIDIA Corporation (NVDA)
Victory Portfolios Ii Core Intrmediate (UBND)
Visa Com Cl A (V)
Amazon (AMZN)
Applovin Corp Com Cl A (APP)

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

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