iShares S&P 500 Index shares owned by Essex Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 39k | 669.29 |
| 2025-06-30 | $23M | 38k | 620.90 |
| 2025-03-31 | $22M | 40k | 561.90 |
| 2024-12-31 | $23M | 39k | 588.67 |
| 2024-09-30 | $24M | 41k | 586.13 |
| 2024-06-30 | $21M | 37k | 547.24 |
| 2024-03-31 | $12M | 23k | 525.73 |
| 2023-12-31 | $8.9M | 19k | 477.64 |
| 2023-09-30 | $6.3M | 15k | 429.42 |
| 2023-06-30 | $6.0M | 13k | 445.72 |
| 2023-03-31 | $6.0M | 15k | 411.08 |
| 2022-12-31 | $6.1M | 16k | 384.17 |
| 2022-09-30 | $6.3M | 18k | 358.66 |
| 2022-06-30 | $7.5M | 20k | 379.14 |
| 2022-03-31 | $8.1M | 17k | 476.99 |
| 2021-12-31 | $8.1M | 17k | 476.99 |
| 2021-09-30 | $7.4M | 17k | 430.82 |
| 2021-06-30 | $5.8M | 15k | 397.83 |
| 2021-03-31 | $5.8M | 15k | 397.83 |
| 2020-12-31 | $4.2M | 11k | 375.38 |
| 2020-09-30 | $4.1M | 12k | 336.04 |
| 2020-06-30 | $3.3M | 11k | 309.71 |
| 2020-03-31 | $4.5M | 17k | 258.39 |
| 2019-12-31 | $3.3M | 10k | 323.25 |
| 2019-09-30 | $2.5M | 8.3k | 298.57 |
| 2019-06-30 | $1.8M | 6.1k | 294.72 |
| 2019-03-31 | $1.6M | 5.7k | 284.59 |
| 2018-12-31 | $1.5M | 6.0k | 251.66 |
| 2018-09-30 | $3.5M | 12k | 292.70 |
| 2018-06-30 | $1.2M | 4.2k | 273.07 |
| 2018-03-31 | $3.6M | 14k | 265.36 |
| 2017-12-31 | $1.8M | 6.8k | 268.82 |
| 2017-09-30 | $431k | 1.7k | 252.64 |
| 2017-06-30 | $1.1M | 4.6k | 243.43 |
| 2017-03-31 | $694k | 2.9k | 237.18 |
| 2016-12-31 | $1.1M | 4.8k | 224.99 |
| 2016-09-30 | $988k | 4.5k | 217.33 |
| 2016-06-30 | $950k | 4.5k | 210.55 |
| 2016-03-31 | $486k | 2.4k | 206.46 |
| 2015-12-31 | $427k | 2.1k | 204.99 |
| 2015-09-30 | $275k | 1.4k | 192.98 |
| 2015-06-30 | $211k | 1.0k | 207.47 |