Sequoia Financial Advisors, LLC Ishares Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 10,207 shares of ICLN stock, worth $171,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,207

Holding current value

$171,375

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 28, 2025	BUY	$13.22 - $15.48 $134,936 - $158,004	10,207 New	10,207 $158,000

Others Institutions Holding ICLN

# of Institutions

476

Shares Held

33.7M

Call Options Held

1.79M

Put Options Held

2.62M

Bank Of America Corp Charlotte, NC

4.06M
Shares

$68.2 Million
0.0% of portfolio
Criteria Caixa, S.A.U. Barcelona, U3

1.83M
Shares

$30.7 Million
3.14% of portfolio
Morgan Stanley New York, NY

1.67M
Shares

$28 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.32M
Shares

$22.2 Million
0.03% of portfolio
Ubs Group Ag

1.22M
Shares

$20.5 Million
0.0% of portfolio

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About ISHARES

Ticker ICLN
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Sequoia Financial Advisors, LLC Ishares Transaction History