Sig Fig Wealth Management, LLC Ishares Tr Transaction History

Sig Fig Wealth Management, LLC

$2.75 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	SELL	$41.43 - $50.5 $36,126 - $44,036	-872 Reduced 18.25%	3,905 $181,000
Q3 2022 Nov 10, 2022	SELL	$36.07 - $45.64 $545,450 - $690,168	-15,122 Reduced 75.99%	4,777 $429,000
Q2 2022 Aug 11, 2022	SELL	$37.64 - $48.83 $645,262 - $837,092	-17,143 Reduced 46.28%	19,899 $1.16 Million
Q1 2022 May 10, 2022	BUY	$31.0 - $42.12 $98,208 - $133,436	3,168 Added 9.35%	37,042 $1.13 Million
Q4 2021 Feb 14, 2022	BUY	$28.79 - $32.36 $1,266 - $1,423	44 Added 0.13%	33,874 $1.03 Million
Q3 2021 Oct 13, 2021	SELL	$24.81 - $29.6 $92,888 - $110,822	-3,744 Reduced 9.96%	33,830 $956,000
Q2 2021 Aug 10, 2021	BUY	$25.2 - $30.0 $229,269 - $272,940	9,098 Added 31.95%	37,574 $1.09 Million
Q1 2021 May 12, 2021	BUY	$20.29 - $28.47 $577,778 - $810,711	28,476 New	28,476 $747,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$88.9 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$64.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$62.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$28.2 Million
0.0% of portfolio

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sig Fig Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sig Fig Wealth Management, LLC with notifications on news.