Sigma Planning Corp Ishares Tr Russell 200 Value E Transaction History

Sigma Planning Corp

$3.02 Billion
Q1 2025

A detailed history of Sigma Planning Corp transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Sigma Planning Corp holds 3,194 shares of IWX stock, worth $272,256. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,194

Holding current value

$272,256

% of portfolio

0.01%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$78.54 - $84.86 $250,856 - $271,042	3,194 New	3,194 $262,000
Q3 2024 Nov 01, 2024	BUY	$74.49 - $81.27 $287,233 - $313,377	3,856 New	3,856 $313,000

Others Institutions Holding IWX

# of Institutions

229

Shares Held

49.8M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

11.2M
Shares

$951 Million
2.87% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$692 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.57M
Shares

$560 Million
2.27% of portfolio
First Citizens Bank & Trust CO

5.84M
Shares

$498 Million
8.06% of portfolio
Envestnet Asset Management Inc

4.09M
Shares

$348 Million
0.11% of portfolio

View Full List

About ISHARES TR RUSSELL 200 VALUE E

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