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

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

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 12,227 shares of ESGU stock, worth $1.62 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,227
Previous 12,621 3.12%
Holding current value
$1.62 Million
Previous $1.51 Million 2.46%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$113.45 - $126.18 $44,699 - $49,714
-394 Reduced 3.12%
12,227 $1.54 Million
Q2 2024

Jul 15, 2024
SELL
$108.69 - $119.84 $358,459 - $395,232
-3,298 Reduced 20.72%
12,621 $1.51 Million
Q1 2024

Apr 30, 2024
SELL
$102.91 - $114.96 $149,836 - $167,381
-1,456 Reduced 8.38%
15,919 $1.83 Million
Q4 2023

Jan 25, 2024
BUY
$89.99 - $105.25 $86,480 - $101,145
961 Added 5.85%
17,375 $1.82 Million
Q3 2023

Nov 08, 2023
BUY
$93.48 - $100.86 $31,315 - $33,788
335 Added 2.08%
16,414 $1.54 Million
Q2 2023

Aug 08, 2023
BUY
$88.97 - $97.46 $109,966 - $120,460
1,236 Added 8.33%
16,079 $1.57 Million
Q1 2023

Apr 24, 2023
BUY
$84.05 - $92.64 $205,334 - $226,319
2,443 Added 19.7%
14,843 $1.34 Million
Q4 2022

Jan 17, 2023
BUY
$79.22 - $90.53 $316 - $362
4 Added 0.03%
12,400 $0
Q3 2022

Oct 26, 2022
BUY
$79.41 - $95.97 $121,497 - $146,834
1,530 Added 14.08%
12,396 $985,000
Q2 2022

Jul 22, 2022
BUY
$81.27 - $102.58 $65,259 - $82,371
803 Added 7.98%
10,866 $912,000
Q1 2022

May 13, 2022
BUY
$93.13 - $108.44 $59,882 - $69,726
643 Added 6.83%
10,063 $1.02 Million
Q4 2021

Feb 11, 2022
BUY
$98.21 - $108.46 $925,138 - $1.02 Million
9,420 New
9,420 $1.02 Million
Q3 2021

Oct 26, 2021
SELL
$97.63 - $104.12 $451,831 - $481,867
-4,628 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$91.95 - $98.47 $30,159 - $32,298
328 Added 7.63%
4,628 $456,000
Q1 2021

May 14, 2021
BUY
$84.89 - $91.26 $124,109 - $133,422
1,462 Added 51.52%
4,300 $391,000
Q4 2020

Feb 12, 2021
BUY
$74.43 - $86.03 $211,232 - $244,153
2,838 New
2,838 $244,000

Others Institutions Holding ESGU

# of Institutions
826
Shares Held
94.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGU Quotes by TradingView
  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email