Sigma Planning Corp Ishares Msci Usa Size Factor E Transaction History

Sigma Planning Corp

$3.22 Billion
Q3 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

1.67M

Call Options Held

0

Put Options Held

1.2K

Black Rock Inc. New York, NY

429K
Shares

$67 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$53.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$28.5 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$26.7 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$17.1 Million
7.47% of portfolio

About ISHARES MSCI USA SIZE FACTOR E

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