Sig Fig Wealth Management, LLC Ishares Tr Transaction History

Sig Fig Wealth Management, LLC

$2.75 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	SELL	$39.45 - $50.02 $87,934 - $111,494	-2,229 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$38.91 - $43.53 $86,730 - $97,028	2,229 New	2,229 $269,000

Others Institutions Holding IYG

# of Institutions

254

Shares Held

12.4M

Call Options Held

9.2K

Put Options Held

0

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$124 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$121 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$92.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$81.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$46.4 Million
0.02% of portfolio

About ISHARES TR

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