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

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 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 5,769 shares of ESGD stock, worth $489,672. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,769
Previous 5,309 8.66%
Holding current value
$489,672
Previous $404,000 16.58%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$75.32 - $84.77 $34,647 - $38,994
460 Added 8.66%
5,769 $471,000
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
667
Shares Held
96.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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