Sigma Planning Corp Ishares Tr Transaction History

Sigma Planning Corp

$3.02 Billion
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$101.73 - $107.63 $915 - $968	9 Added 0.34%	2,632 $281,000
Q2 2024 Aug 05, 2024	BUY	$100.7 - $103.5 $1,007 - $1,035	10 Added 0.38%	2,623 $269,000
Q1 2024 May 01, 2024	BUY	$102.6 - $105.21 $268,093 - $274,913	2,613 New	2,613 $270,000
Q3 2023 Nov 06, 2023	BUY	$99.86 - $104.45 $5,592 - $5,849	56 Added 2.21%	2,595 $259,000
Q2 2023 Aug 01, 2023	BUY	$103.38 - $106.64 $2,170 - $2,239	21 Added 0.83%	2,539 $264,000
Q1 2023 May 05, 2023	SELL	$102.12 - $106.7 $816 - $853	-8 Reduced 0.32%	2,518 $266,000
Q4 2022 Jan 24, 2023	SELL	$99.29 - $105.6 $168,793 - $179,520	-1,700 Reduced 40.23%	2,526 $0
Q3 2022 Nov 10, 2022	BUY	$101.16 - $110.02 $427,502 - $464,944	4,226 New	4,226 $431,000

Others Institutions Holding GBF

# of Institutions

76

Shares Held

1.35M

Call Options Held

0

Put Options Held

0

Destination Wealth Management

183K
Shares

$18.9 Million
0.61% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

125K
Shares

$12.9 Million
0.16% of portfolio
Morgan Stanley New York, NY

118K
Shares

$12.2 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

111K
Shares

$11.4 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

101K
Shares

$10.5 Million
0.0% of portfolio

About ISHARES TR

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