Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 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 39,332 shares of IEFA stock, worth $2.83 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

39,332

Previous 37,637 4.5%

Holding current value

$2.83 Million

Previous $2.73 Million 12.29%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$70.09 - $78.74 $118,802 - $133,464	1,695 Added 4.5%	39,332 $3.07 Million
Q2 2024 Jul 15, 2024	BUY	$70.77 - $76.19 $105,730 - $113,827	1,494 Added 4.13%	37,637 $2.73 Million
Q1 2024 Apr 30, 2024	SELL	$68.14 - $74.43 $1.09 Million - $1.19 Million	-16,024 Reduced 30.72%	36,143 $2.68 Million
Q4 2023 Jan 25, 2024	BUY	$61.3 - $70.47 $1.5 Million - $1.72 Million	24,398 Added 87.86%	52,167 $3.67 Million
Q3 2023 Nov 08, 2023	BUY	$64.04 - $69.58 $531,852 - $577,861	8,305 Added 42.67%	27,769 $1.79 Million
Q2 2023 Aug 08, 2023	SELL	$66.03 - $69.1 $1.18 Million - $1.24 Million	-17,915 Reduced 47.93%	19,464 $1.31 Million
Q1 2023 Apr 24, 2023	SELL	$62.17 - $67.7 $169,102 - $184,144	-2,720 Reduced 6.78%	37,379 $2.5 Million
Q4 2022 Jan 17, 2023	BUY	$52.35 - $63.65 $953,607 - $1.16 Million	18,216 Added 83.24%	40,099 $0
Q3 2022 Oct 26, 2022	SELL	$52.32 - $63.1 $500,859 - $604,056	-9,573 Reduced 30.43%	21,883 $1.15 Million
Q2 2022 Jul 22, 2022	BUY	$57.91 - $70.46 $366,454 - $445,870	6,328 Added 25.18%	31,456 $1.85 Million
Q1 2022 May 13, 2022	BUY	$63.26 - $75.48 $912,145 - $1.09 Million	14,419 Added 134.64%	25,128 $1.75 Million
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $774,903 - $832,731	10,709 New	10,709 $799,000
Q3 2021 Oct 26, 2021	SELL	$72.98 - $78.2 $290,533 - $311,314	-3,981 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$73.11 - $77.88 $29,828 - $31,775	408 Added 11.42%	3,981 $298,000
Q1 2021 May 14, 2021	SELL	$68.58 - $73.12 $4,251 - $4,533	-62 Reduced 1.71%	3,573 $257,000
Q4 2020 Feb 12, 2021	BUY	$58.13 - $69.71 $211,302 - $253,395	3,635 New	3,635 $251,000
Q2 2020 Aug 11, 2020	SELL	$47.43 - $60.75 $432,229 - $553,614	-9,113 Closed	0 $0
Q1 2020 May 11, 2020	SELL	$43.31 - $66.12 $638,302 - $974,476	-14,738 Reduced 61.79%	9,113 $455,000
Q4 2019 Feb 13, 2020	BUY	$59.36 - $65.51 $1.08 Million - $1.19 Million	18,181 Added 320.65%	23,851 $1.56 Million
Q3 2019 Oct 22, 2019	SELL	$57.44 - $62.42 $87,251 - $94,815	-1,519 Reduced 21.13%	5,670 $346,000
Q2 2019 Jul 31, 2019	BUY	$59.39 - $62.73 $64,794 - $68,438	1,091 Added 17.89%	7,189 $441,000
Q1 2019 May 13, 2019	BUY	$54.44 - $61.46 $4,409 - $4,978	81 Added 1.35%	6,098 $371,000
Q4 2018 Feb 14, 2019	BUY	$53.06 - $64.19 $319,262 - $386,231	6,017 New	6,017 $331,000
Q3 2018 Nov 14, 2018	SELL	$61.82 - $65.16 $211,053 - $222,456	-3,414 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$62.74 - $67.79 $214,194 - $231,435	3,414 New	3,414 $216,000

Others Institutions Holding IEFA

# of Institutions

1,991

Shares Held

1.43B

Call Options Held

132K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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