Sigma Planning Corp Ishares Tr Ibonds Dec 2028 Ter Transaction History

Sigma Planning Corp

$3.32 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 05, 2025	BUY	$22.09 - $22.44 $48,200 - $48,964	2,182 Added 4.08%	55,618 $1.24 Million
Q1 2025 May 01, 2025	BUY	$21.77 - $22.25 $1.16 Million - $1.19 Million	53,436 New	53,436 $1.19 Million

Others Institutions Holding IBTI

# of Institutions

220

Shares Held

42M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.32M
Shares

$74.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

2.39M
Shares

$53.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.37M
Shares

$53 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.51M
Shares

$33.7 Million
0.01% of portfolio
Brookstone Capital Management

1.37M
Shares

$30.6 Million
0.41% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

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