Sequoia Financial Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$72.02 - $73.82 $20.9 Million - $21.4 Million	-290,018 Reduced 54.76%	239,624 $17.6 Million
Q1 2025 Apr 23, 2025	SELL	$71.17 - $73.66 $12.8 Million - $13.2 Million	-179,278 Reduced 25.29%	529,642 $38.9 Million
Q4 2024 Aug 08, 2025	BUY	$71.75 - $75.11 $33.7 Million - $35.2 Million	469,296 Added 195.85%	708,920 $51 Million
Q4 2024 Feb 07, 2025	BUY	$71.75 - $75.11 $50.1 Million - $52.4 Million	697,858 Added 6308.61%	708,920 $51 Million
Q3 2024 Oct 21, 2024	SELL	$71.45 - $75.64 $25,579 - $27,079	-358 Reduced 3.13%	11,062 $830,000
Q2 2024 Jul 15, 2024	SELL	$70.55 - $72.66 $1.77 Million - $1.83 Million	-25,149 Reduced 68.77%	11,420 $822,000
Q1 2024 Apr 30, 2024	BUY	$71.76 - $73.66 $503,898 - $517,240	7,022 Added 23.77%	36,569 $2.66 Million
Q4 2023 Jan 25, 2024	SELL	$68.04 - $73.9 $134,106 - $145,656	-1,971 Reduced 6.25%	29,547 $2.17 Million
Q3 2023 Nov 08, 2023	SELL	$69.63 - $72.91 $154,021 - $161,276	-2,212 Reduced 6.56%	31,518 $2.2 Million
Q2 2023 Aug 08, 2023	BUY	$72.23 - $74.46 $152,477 - $157,185	2,111 Added 6.68%	33,730 $2.45 Million
Q1 2023 Apr 24, 2023	SELL	$71.33 - $74.57 $591,325 - $618,185	-8,290 Reduced 20.77%	31,619 $2.33 Million
Q4 2022 Feb 10, 2023	BUY	$69.38 - $73.88 $4,787 - $5,097	69 Added 0.17%	39,909 $2.87 Million
Q4 2022 Jan 17, 2023	BUY	$69.38 - $73.88 $779,692 - $830,263	11,238 Added 39.29%	39,840 $0
Q3 2022 Oct 26, 2022	SELL	$70.77 - $77.08 $154,207 - $167,957	-2,179 Reduced 7.08%	28,602 $2.04 Million
Q2 2022 Jul 22, 2022	SELL	$73.3 - $79.23 $307,200 - $332,052	-4,191 Reduced 11.98%	30,781 $2.32 Million
Q1 2022 May 13, 2022	BUY	$78.72 - $84.18 $178,379 - $190,751	2,266 Added 6.93%	34,972 $2.78 Million
Q4 2021 Feb 11, 2022	BUY	$84.47 - $85.89 $1.35 Million - $1.37 Million	15,984 Added 95.59%	32,706 $2.77 Million
Q3 2021 Oct 26, 2021	SELL	$85.45 - $86.85 $883,040 - $897,507	-10,334 Reduced 38.19%	16,722 $1.43 Million
Q2 2021 Jul 27, 2021	BUY	$84.67 - $85.92 $116,590 - $118,311	1,377 Added 5.36%	27,056 $2.32 Million
Q1 2021 May 14, 2021	SELL	$84.36 - $88.07 $142,652 - $148,926	-1,691 Reduced 6.18%	25,679 $2.18 Million
Q4 2020 Feb 12, 2021	BUY	$87.44 - $88.49 $288,814 - $292,282	3,303 Added 13.72%	27,370 $2.41 Million
Q3 2020 Oct 23, 2020	BUY	$88.13 - $89.48 $56,491 - $57,356	641 Added 2.74%	24,067 $2.12 Million
Q2 2020 Aug 25, 2020	BUY	$85.6 - $88.34 $2.01 Million - $2.07 Million	23,426 New	23,426 $2.07 Million
Q2 2020 Aug 11, 2020	SELL	$85.6 - $88.34 $1.75 Million - $1.8 Million	-20,417 Closed	0 $2.07 Million
Q1 2020 May 11, 2020	BUY	$80.33 - $87.96 $23,215 - $25,420	289 Added 1.44%	20,417 $1.74 Million
Q4 2019 Feb 13, 2020	BUY	$83.39 - $84.94 $250,753 - $255,414	3,007 Added 17.56%	20,128 $1.69 Million
Q3 2019 Oct 22, 2019	BUY	$83.3 - $84.54 $29,404 - $29,842	353 Added 2.11%	17,121 $1.45 Million
Q2 2019 Jul 31, 2019	BUY	N/A	25 Added 0.15%	16,768 $1.39 Million
Q1 2019 May 13, 2019	BUY	N/A	244 Added 1.48%	16,743 $1.36 Million
Q4 2018 Feb 14, 2019	BUY	N/A	3,095 Added 23.09%	16,499 $1.31 Million
Q3 2018 Nov 14, 2018	BUY	N/A	395 Added 3.04%	13,404 $1.06 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-144 Reduced 1.09%	13,009 $1.03 Million
Q1 2018 May 14, 2018	SELL	N/A	-1,187 Reduced 8.28%	13,153 $1.05 Million
Q4 2017 Feb 13, 2018	BUY	N/A	1,819 Added 14.53%	14,340 $1.17 Million
Q3 2017 Nov 13, 2017	BUY	N/A	165 Added 1.34%	12,521 $1.03 Million
Q2 2017 Aug 09, 2017	BUY	N/A	12,356	12,356 $1.01 Million

Others Institutions Holding BND

# of Institutions

1,800

Shares Held

1.1B

Call Options Held

42.5K

Put Options Held

30.1K

Morgan Stanley New York, NY

127M
Shares

$9.34 Billion
0.69% of portfolio
Northwestern Mutual Wealth Management CO

119M
Shares

$8.73 Billion
7.2% of portfolio
Creative Planning Overland Park, KS

115M
Shares

$8.44 Billion
7.29% of portfolio
Jpmorgan Chase & CO New York, NY

103M
Shares

$7.58 Billion
0.59% of portfolio
Vanguard Group Inc Valley Forge, PA

67.2M
Shares

$4.93 Billion
0.08% of portfolio

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