Sigma Planning Corp Ishares Msci Usa Size Factor E Transaction History

Sigma Planning Corp

$3.07 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$67.45 - $95.16 $351,819 - $496,354	-5,216 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$61.43 - $100.96 $320,418 - $526,607	5,216 New	5,216 $372,000

Others Institutions Holding SIZE

# of Institutions

72

Shares Held

1.74M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

429K
Shares

$60.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

424K
Shares

$59.8 Million
0.01% of portfolio
Envestnet Asset Management Inc

184K
Shares

$25.9 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

159K
Shares

$22.5 Million
25.74% of portfolio
Trinity Wealth Management, LLC

112K
Shares

$15.9 Million
7.44% of portfolio

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