Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 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 3,433 shares of IHE stock, worth $245,596. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,433
Previous 2,883 19.08%
Holding current value
$245,596
Previous $203,000 10.84%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$65.15 - $71.86 $35,832 - $39,523
550 Added 19.08%
3,433 $225,000
Q3 2024

Oct 21, 2024
BUY
$65.61 - $72.86 $189,153 - $210,055
2,883 New
2,883 $203,000

Others Institutions Holding IHE

# of Institutions
164
Shares Held
5.61M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES TR

IHE Quotes by TradingView
  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email