Sequoia Financial Advisors, LLC Ishares Biotechnology ETF Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,684 shares of IBB stock, worth $448,416. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,684

Previous 3,205 14.95%

Holding current value

$448,416

Previous $423,000 11.35%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$127.9 - $140.56 $61,264 - $67,328	479 Added 14.95%	3,684 $471,000
Q4 2024 Feb 07, 2025	BUY	$131.21 - $148.85 $78,332 - $88,863	597 Added 22.89%	3,205 $423,000
Q3 2024 Oct 21, 2024	BUY	$135.09 - $149.47 $26,882 - $29,744	199 Added 8.26%	2,608 $379,000
Q1 2024 Apr 30, 2024	BUY	$132.3 - $140.89 $46,172 - $49,170	349 Added 16.94%	2,409 $330,000
Q4 2023 Jan 25, 2024	SELL	$112.41 - $137.03 $98,583 - $120,175	-877 Reduced 29.86%	2,060 $279,000
Q3 2023 Nov 08, 2023	SELL	$122.27 - $131.47 $13,816 - $14,856	-113 Reduced 3.7%	2,937 $359,000
Q2 2023 Aug 08, 2023	SELL	$125.53 - $133.58 $109,211 - $116,214	-870 Reduced 22.19%	3,050 $387,000
Q1 2023 Apr 24, 2023	BUY	$121.97 - $137.23 $117,823 - $132,564	966 Added 32.7%	3,920 $506,000
Q4 2022 Jan 17, 2023	SELL	$117.58 - $138.43 $10,817 - $12,735	-92 Reduced 3.02%	2,954 $0
Q3 2022 Oct 26, 2022	SELL	$113.42 - $134.82 $290,355 - $345,139	-2,560 Reduced 45.67%	3,046 $356,000
Q2 2022 Jul 22, 2022	SELL	$105.82 - $134.76 $3,386 - $4,312	-32 Reduced 0.57%	5,606 $659,000
Q1 2022 May 13, 2022	SELL	$119.6 - $152.37 $712,576 - $907,820	-5,958 Reduced 51.38%	5,638 $735,000
Q4 2021 Feb 11, 2022	BUY	$145.27 - $164.78 $1.5 Million - $1.7 Million	10,313 Added 803.82%	11,596 $1.77 Million
Q3 2021 Oct 26, 2021	SELL	$158.89 - $176.21 $1.45 Million - $1.61 Million	-9,138 Reduced 87.69%	1,283 $207,000
Q2 2021 Jul 27, 2021	BUY	$146.13 - $163.65 $139,408 - $156,122	954 Added 10.08%	10,421 $1.71 Million
Q1 2021 May 14, 2021	BUY	$146.68 - $172.6 $261,530 - $307,745	1,783 Added 23.2%	9,467 $1.43 Million
Q4 2020 Feb 12, 2021	BUY	$130.38 - $157.31 $388,271 - $468,469	2,978 Added 63.28%	7,684 $1.16 Million
Q3 2020 Oct 23, 2020	BUY	$126.88 - $145.8 $365,668 - $420,195	2,882 Added 158.0%	4,706 $637,000
Q2 2020 Aug 25, 2020	BUY	$103.79 - $138.65 $189,312 - $252,897	1,824 New	1,824 $249,000
Q2 2020 Aug 11, 2020	BUY	$103.79 - $138.65 $0 - $0	0 New	0 $249,000
Q2 2019 Jul 31, 2019	SELL	N/A	-2,019 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	2,019 New	2,019 $226,000

Others Institutions Holding IBB

# of Institutions

978

Shares Held

31.7M

Call Options Held

4.48M

Put Options Held

5.91M

View Full List

About ISHARES BIOTECHNOLOGY ETF

Ticker IBB
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Industry ETFs

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Sequoia Financial Advisors, LLC Ishares Biotechnology ETF Transaction History