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 6,638 shares of IGSB stock, worth $346,105. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,638
Previous 7,329 9.43%
Holding current value
$346,105
Previous $375,000 6.93%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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