Sigma Planning Corp Ishares Tr Core Aggressive All Transaction History

Sigma Planning Corp

$3.22 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$67.75 - $73.5 $1.78 Million - $1.93 Million	26,238 Added 86.81%	56,464 $4.15 Million
Q4 2023 Feb 01, 2024	SELL	$60.96 - $69.28 $1.39 Million - $1.58 Million	-22,791 Reduced 42.99%	30,226 $2.09 Million
Q3 2023 Nov 06, 2023	BUY	$63.24 - $67.72 $3.15 Million - $3.38 Million	49,844 Added 1570.88%	53,017 $3.37 Million
Q2 2023 Aug 01, 2023	BUY	$63.04 - $66.51 $200,025 - $211,036	3,173 New	3,173 $210,000
Q2 2018 Aug 02, 2018	SELL	$52.7 - $54.7 $323,209 - $335,475	-6,133 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$52.32 - $56.92 $63,830 - $69,442	1,220 Added 24.83%	6,133 $328,000
Q4 2017 Feb 07, 2018	SELL	$53.61 - $55.82 $77,627 - $80,827	-1,448 Reduced 22.76%	4,913 $265,000
Q3 2017 Nov 06, 2017	BUY	$53.19 - $53.58 $338,341 - $340,822	6,361	6,361 $341,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$171 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.5 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.9 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.4 Million
0.25% of portfolio

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