Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 26, 2021	SELL	$30.42 - $32.96 $1.54 Million - $1.66 Million	-50,513 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$31.67 - $34.02 $608,729 - $653,898	19,221 Added 61.42%	50,513 $1.64 Million
Q1 2021 May 14, 2021	SELL	$29.53 - $32.13 $118,917 - $129,387	-4,027 Reduced 11.4%	31,292 $985,000
Q4 2020 Feb 12, 2021	SELL	$24.08 - $29.73 $24,489 - $30,235	-1,017 Reduced 2.8%	35,319 $1.04 Million
Q3 2020 Oct 23, 2020	SELL	$24.68 - $26.95 $62,934 - $68,722	-2,550 Reduced 6.56%	36,336 $906,000
Q2 2020 Aug 25, 2020	BUY	$21.21 - $27.95 $824,772 - $1.09 Million	38,886 New	38,886 $977,000
Q2 2020 Aug 11, 2020	SELL	$21.21 - $27.95 $683,131 - $900,213	-32,208 Closed	0 $977,000
Q1 2020 May 11, 2020	BUY	$19.58 - $34.05 $108,806 - $189,215	5,557 Added 20.85%	32,208 $728,000
Q4 2019 Feb 13, 2020	BUY	$29.79 - $33.61 $83,501 - $94,208	2,803 Added 11.75%	26,651 $895,000
Q3 2019 Oct 22, 2019	BUY	$30.41 - $31.26 $88,097 - $90,560	2,897 Added 13.83%	23,848 $733,000
Q2 2019 Jul 31, 2019	BUY	N/A	6,484 Added 44.82%	20,951 $644,000
Q1 2019 May 13, 2019	BUY	N/A	14,467 New	14,467 $446,000
Q4 2018 Feb 14, 2019	SELL	N/A	-6,154 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	6,154 New	6,154 $201,000

Others Institutions Holding IDV

# of Institutions

464

Shares Held

75.8M

Call Options Held

24.7K

Put Options Held

23.3K

About ISHARES TR

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