Sequoia Financial Advisors, LLC Ishares Core High Dividend ETF Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 2,582 shares of HDV stock, worth $293,057. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,582
Previous 2,582 -0.0%
Holding current value
$293,057
Previous $280,000 8.21%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$105.85 - $111.68 $100,980 - $106,542
-954 Reduced 26.98%
2,582 $280,000
Q1 2024

Apr 30, 2024
SELL
$101.8 - $110.21 $58,840 - $63,701
-578 Reduced 14.05%
3,536 $389,000
Q3 2023

Nov 08, 2023
BUY
$98.89 - $104.38 $111,547 - $117,740
1,128 Added 37.78%
4,114 $406,000
Q2 2023

Aug 08, 2023
SELL
$97.54 - $104.3 $131,776 - $140,909
-1,351 Reduced 31.15%
2,986 $300,000
Q1 2023

Apr 24, 2023
SELL
$97.23 - $106.66 $48,420 - $53,116
-498 Reduced 10.3%
4,337 $440,000
Q4 2022

Feb 10, 2023
BUY
$93.56 - $108.19 $87,010 - $100,616
930 Added 23.82%
4,835 $504,000
Q4 2022

Jan 17, 2023
BUY
$93.56 - $108.19 $84,671 - $97,911
905 Added 30.17%
3,905 $0
Q3 2022

Oct 26, 2022
SELL
$91.29 - $105.95 $101,697 - $118,028
-1,114 Reduced 27.08%
3,000 $274,000
Q2 2022

Jul 22, 2022
SELL
$97.13 - $109.92 $76,052 - $86,067
-783 Reduced 15.99%
4,114 $413,000
Q4 2021

Feb 11, 2022
BUY
$94.51 - $100.99 $462,815 - $494,548
4,897 New
4,897 $495,000
Q3 2021

Oct 26, 2021
SELL
$94.26 - $98.35 $348,479 - $363,599
-3,697 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$94.78 - $99.7 $106,911 - $112,461
1,128 Added 43.91%
3,697 $357,000
Q1 2021

May 14, 2021
BUY
$86.68 - $95.97 $9,188 - $10,172
106 Added 4.3%
2,569 $244,000
Q4 2020

Feb 12, 2021
SELL
$77.25 - $90.74 $18,540 - $21,777
-240 Reduced 8.88%
2,463 $216,000
Q2 2020

Aug 25, 2020
BUY
$68.83 - $90.91 $186,047 - $245,729
2,703 New
2,703 $219,000
Q2 2020

Aug 11, 2020
SELL
$68.83 - $90.91 $216,195 - $285,548
-3,141 Closed
0 $219,000
Q1 2020

May 11, 2020
BUY
$61.93 - $98.29 $4,335 - $6,880
70 Added 2.28%
3,141 $225,000
Q4 2019

Feb 13, 2020
BUY
$91.22 - $98.37 $10,034 - $10,820
110 Added 3.71%
3,071 $301,000
Q3 2019

Oct 22, 2019
SELL
$90.65 - $95.92 $107,873 - $114,144
-1,190 Reduced 28.67%
2,961 $279,000
Q2 2019

Jul 31, 2019
BUY
$89.51 - $95.4 $119,406 - $127,263
1,334 Added 47.36%
4,151 $392,000
Q1 2019

May 13, 2019
BUY
$82.8 - $93.96 $233,247 - $264,685
2,817 New
2,817 $263,000

Others Institutions Holding HDV

# of Institutions
800
Shares Held
48.3M
Call Options Held
822K
Put Options Held
56K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

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