Sequoia Financial Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 37,529 shares of IHI stock, worth $2.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

37,529

Previous 39,226 4.33%

Holding current value

$2.4 Million

Previous $2.32 Million 5.73%

% of portfolio

0.02%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$57.38 - $61.11 $97,373 - $103,703	-1,697 Reduced 4.33%	37,529 $2.19 Million
Q3 2024 Oct 21, 2024	SELL	$54.38 - $59.77 $159,007 - $174,767	-2,924 Reduced 6.94%	39,226 $2.32 Million
Q2 2024 Jul 15, 2024	SELL	$54.36 - $57.86 $65,829 - $70,068	-1,211 Reduced 2.79%	42,150 $2.36 Million
Q1 2024 Apr 30, 2024	SELL	$52.72 - $58.68 $65,530 - $72,939	-1,243 Reduced 2.79%	43,361 $2.54 Million
Q4 2023 Jan 25, 2024	SELL	$44.46 - $54.12 $362,571 - $441,348	-8,155 Reduced 15.46%	44,604 $2.41 Million
Q3 2023 Nov 08, 2023	SELL	$48.19 - $57.76 $102,982 - $123,433	-2,137 Reduced 3.89%	52,759 $2.56 Million
Q2 2023 Aug 08, 2023	SELL	$52.68 - $57.17 $93,875 - $101,876	-1,782 Reduced 3.14%	54,896 $3.1 Million
Q1 2023 Apr 24, 2023	SELL	$50.46 - $56.06 $171,664 - $190,716	-3,402 Reduced 5.66%	56,678 $3.06 Million
Q4 2022 Feb 10, 2023	SELL	$47.29 - $54.28 $1,749 - $2,008	-37 Reduced 0.06%	60,080 $3.16 Million
Q4 2022 Jan 17, 2023	SELL	$47.29 - $54.28 $101,058 - $115,996	-2,137 Reduced 3.43%	60,117 $0
Q3 2022 Oct 26, 2022	SELL	$47.07 - $55.56 $279,548 - $329,970	-5,939 Reduced 8.71%	62,254 $2.94 Million
Q2 2022 Jul 22, 2022	SELL	$47.65 - $62.2 $567,892 - $741,299	-11,918 Reduced 14.88%	68,193 $3.44 Million
Q1 2022 May 13, 2022	BUY	$55.84 - $65.41 $310,135 - $363,287	5,554 Added 7.45%	80,111 $4.88 Million
Q4 2021 Feb 11, 2022	BUY	$61.58 - $66.32 $3.87 Million - $4.17 Million	62,815 Added 534.96%	74,557 $4.91 Million
Q3 2021 Oct 26, 2021	BUY	$60.41 - $67.15 $2,114 - $2,350	35 Added 0.3%	11,742 $737,000
Q2 2021 Jul 27, 2021	BUY	$55.06 - $60.62 $7,653 - $8,426	139 Added 1.2%	11,707 $4.23 Million
Q1 2021 May 14, 2021	BUY	$52.97 - $58.45 $16,526 - $18,236	312 Added 2.77%	11,568 $3.82 Million
Q4 2020 Feb 12, 2021	BUY	$49.24 - $54.55 $42,641 - $47,240	866 Added 8.33%	11,256 $3.68 Million
Q3 2020 Oct 23, 2020	BUY	$44.27 - $51.59 $117,625 - $137,074	2,657 Added 34.36%	10,390 $3.11 Million
Q2 2020 Aug 25, 2020	BUY	$35.5 - $45.33 $274,521 - $350,536	7,733 New	7,733 $2.05 Million
Q2 2020 Aug 11, 2020	SELL	$35.5 - $45.33 $244,808 - $312,595	-6,896 Closed	0 $2.05 Million
Q1 2020 May 11, 2020	BUY	$30.83 - $46.19 $59,779 - $89,562	1,939 Added 39.12%	6,896 $1.55 Million
Q4 2019 Feb 13, 2020	BUY	$39.26 - $44.28 $95,087 - $107,246	2,422 Added 95.54%	4,957 $1.31 Million
Q3 2019 Oct 22, 2019	BUY	$39.44 - $41.95 $35,456 - $37,713	899 Added 54.95%	2,535 $627,000
Q2 2019 Jul 31, 2019	BUY	$35.61 - $40.33 $58,257 - $65,979	1,636 New	1,636 $394,000

Others Institutions Holding IHI

# of Institutions

634

Shares Held

36.4M

Call Options Held

311K

Put Options Held

1.15M

View Full List

About ISHARES TR DOW JONES US MEDICA

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Sequoia Financial Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History