Sequoia Financial Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 31,669 shares of IGSB stock, worth $1.65 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

31,669

Previous 6,638 377.09%

Holding current value

$1.65 Million

Previous $349,000 369.05%

% of portfolio

0.01%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$51.54 - $52.55 $1.29 Million - $1.32 Million	25,031 Added 377.09%	31,669 $1.64 Million
Q3 2024 Oct 21, 2024	SELL	$51.02 - $52.74 $35,254 - $36,443	-691 Reduced 9.43%	6,638 $349,000
Q2 2024 Jul 15, 2024	SELL	$50.64 - $51.3 $24,813 - $25,137	-490 Reduced 6.27%	7,329 $375,000
Q1 2024 Apr 30, 2024	BUY	$50.95 - $51.48 $74,488 - $75,263	1,462 Added 23.0%	7,819 $400,000
Q4 2023 Jan 25, 2024	SELL	$49.4 - $51.28 $28,701 - $29,793	-581 Reduced 8.37%	6,357 $325,000
Q3 2023 Nov 08, 2023	BUY	$49.74 - $50.37 $31,485 - $31,884	633 Added 10.04%	6,938 $345,000
Q2 2023 Aug 08, 2023	SELL	$50.02 - $50.76 $8,003 - $8,121	-160 Reduced 2.47%	6,305 $316,000
Q1 2023 Apr 24, 2023	SELL	$49.56 - $50.75 $127,319 - $130,376	-2,569 Reduced 28.44%	6,465 $326,000
Q4 2022 Jan 17, 2023	BUY	$48.63 - $50.19 $114,864 - $118,548	2,362 Added 35.4%	9,034 $0
Q3 2022 Oct 26, 2022	SELL	$49.08 - $51.27 $154,945 - $161,859	-3,157 Reduced 32.12%	6,672 $329,000
Q2 2022 Jul 22, 2022	BUY	$49.84 - $51.62 $160,086 - $165,803	3,212 Added 48.54%	9,829 $497,000
Q1 2022 May 13, 2022	BUY	$51.49 - $53.86 $340,709 - $356,391	6,617 New	6,617 $342,000
Q3 2021 Oct 26, 2021	SELL	$54.6 - $54.92 $478,023 - $480,824	-8,755 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$54.57 - $54.92 $477,760 - $480,824	8,755 New	8,755 $480,000

Others Institutions Holding IGSB

# of Institutions

1,035

Shares Held

325M

Call Options Held

Put Options Held

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Sequoia Financial Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History