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 2,883 shares of IHE stock, worth $193,016. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,883

Holding current value

$193,016

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

149

Shares Held

5.35M

Call Options Held

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$224 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.2 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.8 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.4 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.32 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Ishares Tr Transaction History