Sequoia Financial Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 9,757 shares of ESML stock, worth $415,745. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,757
Previous 10,037 2.79%
Holding current value
$415,745
Previous $386,000 5.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2024
SELL
$38.03 - $42.06 $10,648 - $11,776
-280 Reduced 2.79%
9,757 $408,000
Q2 2024

Jul 15, 2024
SELL
$36.99 - $39.96 $31,256 - $33,766
-845 Reduced 7.77%
10,037 $386,000
Q1 2024

Apr 30, 2024
SELL
$36.33 - $40.27 $1,416 - $1,570
-39 Reduced 0.36%
10,882 $438,000
Q4 2023

Jan 25, 2024
BUY
$30.96 - $38.59 $338,114 - $421,441
10,921 New
10,921 $415,000

Others Institutions Holding ESML

# of Institutions
413
Shares Held
34.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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