Sequoia Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 10,287 shares of ESGD stock, worth $974,590. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,287

Holding current value

$974,590

% of portfolio

0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$87.05 - $93.19 $895,483 - $958,645	10,287 New	10,287 $956,000
Q2 2025 Jul 25, 2025	SELL	$73.02 - $90.22 $26,141 - $32,298	-358 Reduced 6.21%	5,411 $482,000
Q1 2025 Apr 23, 2025	BUY	$75.32 - $84.77 $34,647 - $38,994	460 Added 8.66%	5,769 $471,000
Q4 2024 Aug 08, 2025	SELL	$75.65 - $83.47 $7,716 - $8,513	-102 Reduced 1.89%	5,309 $404,000
Q4 2024 Feb 07, 2025	BUY	$75.65 - $83.47 $907 - $1,001	12 Added 0.23%	5,309 $404,000
Q2 2024 Jul 15, 2024	SELL	$76.22 - $82.36 $122,790 - $132,681	-1,611 Reduced 23.32%	5,297 $417,000
Q1 2024 Apr 30, 2024	BUY	$73.39 - $80.18 $30,530 - $33,354	416 Added 6.41%	6,908 $552,000
Q4 2023 Jan 25, 2024	BUY	$65.9 - $75.7 $10,741 - $12,339	163 Added 2.58%	6,492 $490,000
Q3 2023 Nov 08, 2023	BUY	$68.87 - $74.82 $1,033 - $1,122	15 Added 0.24%	6,329 $437,000
Q2 2023 Aug 08, 2023	BUY	$70.97 - $74.19 $10,858 - $11,351	153 Added 2.48%	6,314 $460,000
Q1 2023 Apr 24, 2023	BUY	$66.27 - $72.39 $9,211 - $10,062	139 Added 2.31%	6,161 $442,000
Q4 2022 Jan 17, 2023	SELL	$55.83 - $67.96 $26,240 - $31,941	-470 Reduced 7.24%	6,022 $0
Q3 2022 Oct 26, 2022	SELL	$55.75 - $67.2 $14,996 - $18,076	-269 Reduced 3.98%	6,492 $364,000
Q2 2022 Jul 22, 2022	BUY	$61.64 - $74.67 $56,030 - $67,875	909 Added 15.53%	6,761 $424,000
Q1 2022 May 13, 2022	BUY	$67.21 - $80.45 $4,301 - $5,148	64 Added 1.11%	5,852 $431,000
Q4 2021 Feb 11, 2022	BUY	$76.64 - $82.32 $443,592 - $476,468	5,788 New	5,788 $460,000

Others Institutions Holding ESGD

# of Institutions

741

Shares Held

96.1M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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Sequoia Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History