Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 64,968 shares of GVI stock, worth $6.79 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

64,968

Previous 62,807 3.44%

Holding current value

$6.79 Million

Previous $6.73 Million 0.67%

% of portfolio

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$103.89 - $107.05 $224,506 - $231,335	2,161 Added 3.44%	64,968 $6.77 Million
Q3 2024 Oct 21, 2024	SELL	$103.17 - $107.43 $449,718 - $468,287	-4,359 Reduced 6.49%	62,807 $6.73 Million
Q2 2024 Jul 15, 2024	SELL	$102.13 - $104.03 $341,318 - $347,668	-3,342 Reduced 4.74%	67,166 $6.97 Million
Q1 2024 Apr 30, 2024	SELL	$103.31 - $105.01 $116,120 - $118,031	-1,124 Reduced 1.57%	70,508 $7.33 Million
Q4 2023 Jan 25, 2024	SELL	$100.06 - $104.91 $2.53 Million - $2.65 Million	-25,235 Reduced 26.05%	71,632 $7.5 Million
Q3 2023 Nov 08, 2023	SELL	$101.01 - $103.51 $31,616 - $32,398	-313 Reduced 0.32%	96,867 $9.82 Million
Q2 2023 Aug 08, 2023	BUY	$102.83 - $105.23 $9.99 Million - $10.2 Million	97,180 New	97,180 $10 Million

Others Institutions Holding GVI

# of Institutions

296

Shares Held

28.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker GVI
Sector ETFs
Industry ETFs

More about GVI

Track This Portfolio

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.

Account

Sequoia Financial Advisors, LLC Ishares Tr Transaction History