Sequoia Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 33,780 shares of IJJ stock, worth $4.23 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

33,780

Previous 17,268 95.62%

Holding current value

$4.23 Million

Previous $1.96 Million 113.12%

% of portfolio

0.05%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$111.9 - $124.28 $1.85 Million - $2.05 Million	16,512 Added 95.62%	33,780 $4.18 Million
Q2 2024 Jul 15, 2024	BUY	$109.44 - $118.4 $1.16 Million - $1.26 Million	10,634 Added 160.3%	17,268 $1.96 Million
Q1 2024 Apr 30, 2024	SELL	$109.27 - $118.29 $10,927 - $11,829	-100 Reduced 1.49%	6,634 $784,000
Q4 2023 Jan 25, 2024	BUY	$93.05 - $115.17 $106,170 - $131,408	1,141 Added 20.4%	6,734 $767,000
Q3 2023 Nov 08, 2023	BUY	$99.46 - $111.92 $298 - $335	3 Added 0.05%	5,593 $564,000
Q4 2022 Jan 17, 2023	BUY	$91.7 - $106.74 $27,510 - $32,022	300 Added 5.67%	5,590 $0
Q3 2022 Oct 26, 2022	SELL	$90.0 - $107.68 $22,680 - $27,135	-252 Reduced 4.55%	5,290 $476,000
Q4 2021 Feb 11, 2022	BUY	$103.36 - $113.35 $572,821 - $628,185	5,542 New	5,542 $613,000

Others Institutions Holding IJJ

# of Institutions

814

Shares Held

40.7M

Call Options Held

8.9K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Sequoia Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History