Sequoia Financial Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$22.54 - $23.17 $287,272 - $295,301	-12,745 Reduced 20.49%	49,463 $1.14 Million
Q1 2025 Apr 23, 2025	SELL	$22.25 - $23.0 $105,932 - $109,503	-4,761 Reduced 7.11%	62,208 $1.43 Million
Q4 2024 Aug 08, 2025	BUY	$22.39 - $23.45 $391,959 - $410,515	17,506 Added 35.39%	66,969 $1.54 Million
Q4 2024 Feb 07, 2025	BUY	$22.39 - $23.45 $40,503 - $42,421	1,809 Added 2.78%	66,969 $1.54 Million
Q3 2024 Oct 21, 2024	SELL	$22.38 - $23.66 $370,635 - $391,833	-16,561 Reduced 20.27%	65,160 $1.53 Million
Q2 2024 Jul 15, 2024	SELL	$22.12 - $22.75 $32.3 Million - $33.2 Million	-1,459,403 Reduced 94.7%	81,721 $1.84 Million
Q1 2024 Apr 30, 2024	BUY	$22.51 - $23.08 $3.5 Million - $3.59 Million	155,615 Added 11.23%	1,541,124 $35.1 Million
Q4 2023 Jan 25, 2024	BUY	$21.6 - $23.13 $3.02 Million - $3.23 Million	139,804 Added 11.22%	1,385,509 $31.9 Million
Q3 2023 Nov 08, 2023	BUY	$21.99 - $23.01 $1.68 Million - $1.75 Million	76,240 Added 6.52%	1,245,705 $27.5 Million
Q2 2023 Aug 08, 2023	BUY	$22.87 - $23.59 $1.55 Million - $1.6 Million	67,958 Added 6.17%	1,169,465 $26.8 Million
Q1 2023 Apr 24, 2023	BUY	$22.54 - $23.5 $1.87 Million - $1.95 Million	83,040 Added 8.15%	1,101,507 $25.8 Million
Q4 2022 Feb 10, 2023	SELL	$22.18 - $23.3 $119,927 - $125,983	-5,407 Reduced 0.53%	1,018,467 $23.1 Million
Q4 2022 Jan 17, 2023	SELL	$22.18 - $23.3 $82,398 - $86,559	-3,715 Reduced 0.36%	1,023,874 $0
Q3 2022 Oct 26, 2022	BUY	$22.58 - $24.36 $5,080 - $5,481	225 Added 0.02%	1,027,589 $23.4 Million
Q2 2022 Jul 22, 2022	SELL	$23.28 - $24.82 $42,090 - $44,874	-1,808 Reduced 0.18%	1,027,364 $24.6 Million
Q1 2022 May 13, 2022	BUY	$24.71 - $26.22 $3.19 Million - $3.39 Million	129,159 Added 14.35%	1,029,172 $25.6 Million
Q4 2021 Feb 11, 2022	BUY	$26.24 - $26.74 $20.3 Million - $20.7 Million	774,610 Added 617.7%	900,013 $24 Million
Q3 2021 Oct 26, 2021	SELL	$26.48 - $26.97 $17.3 Million - $17.7 Million	-654,534 Reduced 83.92%	125,403 $3.33 Million
Q2 2021 Jul 27, 2021	BUY	$26.19 - $26.61 $2.47 Million - $2.51 Million	94,288 Added 13.75%	779,937 $20.7 Million
Q1 2021 May 14, 2021	BUY	$26.12 - $27.38 $4.06 Million - $4.26 Million	155,523 Added 29.34%	685,649 $18 Million
Q4 2020 Feb 12, 2021	BUY	$27.24 - $27.93 $2.84 Million - $2.91 Million	104,274 Added 24.49%	530,126 $14.4 Million
Q3 2020 Oct 23, 2020	BUY	$27.84 - $28.3 $3.86 Million - $3.93 Million	138,819 Added 48.36%	425,852 $11.9 Million
Q2 2020 Aug 25, 2020	BUY	$27.57 - $28.24 $7.91 Million - $8.11 Million	287,033 New	287,033 $8.03 Million
Q2 2020 Aug 11, 2020	SELL	$27.57 - $28.24 $7.28 Million - $7.46 Million	-264,057 Closed	0 $8.03 Million
Q1 2020 May 11, 2020	BUY	$25.99 - $28.27 $279,678 - $304,213	10,761 Added 4.25%	264,057 $7.4 Million
Q4 2019 Feb 13, 2020	BUY	$25.86 - $26.56 $947,019 - $972,653	36,621 Added 16.9%	253,296 $6.57 Million
Q3 2019 Oct 22, 2019	BUY	$25.93 - $26.35 $1.45 Million - $1.47 Million	55,949 Added 34.81%	216,675 $5.7 Million
Q2 2019 Jul 31, 2019	BUY	N/A	56,599 Added 54.36%	160,726 $4.15 Million
Q1 2019 May 13, 2019	BUY	N/A	32,404 Added 45.18%	104,127 $2.63 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-11,984 Reduced 14.32%	71,723 $1.77 Million
Q3 2018 Nov 14, 2018	BUY	N/A	13,391 Added 19.04%	83,707 $2.04 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-4,415 Reduced 5.91%	70,316 $1.73 Million
Q1 2018 May 14, 2018	BUY	N/A	4,838 Added 6.92%	74,731 $1.85 Million
Q4 2017 Feb 13, 2018	BUY	N/A	10,944 Added 18.57%	69,893 $1.75 Million
Q3 2017 Nov 13, 2017	BUY	N/A	9,611 Added 19.48%	58,949 $1.49 Million
Q2 2017 Aug 09, 2017	BUY	N/A	49,338	49,338 $1.25 Million

Others Institutions Holding GOVT

# of Institutions

861

Shares Held

1.1B

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

322M
Shares

$7.43 Billion
0.56% of portfolio
Lpl Financial LLC Fort Mill, SC

106M
Shares

$2.44 Billion
0.86% of portfolio
Envestnet Asset Management Inc

74.6M
Shares

$1.72 Billion
0.53% of portfolio
Truist Financial Corp

69.1M
Shares

$1.6 Billion
2.38% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

41.2M
Shares

$951 Million
0.62% of portfolio

View Full List

About ISHARES U.S. TREASURY BOND ETF

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