Sequoia Financial Advisors, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Sequoia Financial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$50.73 - $51.08 $10,044 - $10,113	-198 Reduced 3.75%	5,084 $258,000
Q3 2024 Oct 21, 2024	SELL	$50.63 - $51.11 $299,122 - $301,957	-5,908 Reduced 52.8%	5,282 $269,000
Q2 2024 Jul 15, 2024	BUY	$50.82 - $51.15 $224,573 - $226,031	4,419 Added 65.26%	11,190 $571,000
Q1 2024 Apr 30, 2024	BUY	$50.64 - $51.08 $38,233 - $38,565	755 Added 12.55%	6,771 $345,000
Q4 2023 Jan 25, 2024	BUY	$50.48 - $50.89 $303,687 - $306,154	6,016 New	6,016 $304,000
Q4 2017 Feb 13, 2018	SELL	N/A	-5,632 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	5,632	5,632 $287,000

716

152M

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