Sigma Planning Corp Ishares Tr Russell 200 Value E Transaction History

Sigma Planning Corp

$3.22 Billion
Q3 2024

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 3,856 shares of IWX stock, worth $305,318. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,856

Holding current value

$305,318

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

198

Shares Held

51.6M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

10.6M
Shares

$840 Million
2.58% of portfolio
Tiaa, Fsb St. Louis, MO

8.12M
Shares

$643 Million
1.98% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.85M
Shares

$543 Million
1.99% of portfolio
First Citizens Bank & Trust CO

6.31M
Shares

$500 Million
7.86% of portfolio
Envestnet Asset Management Inc

6.02M
Shares

$477 Million
0.16% of portfolio

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About ISHARES TR RUSSELL 200 VALUE E

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