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 $2.81 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

39,332

Previous 37,637 4.5%

Holding current value

$2.81 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

2,002

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Sequoia Financial Advisors, LLC Ishares Tr Transaction History