Sequoia Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 868,939 shares of IJR stock, worth $108 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
868,939
Previous 841,353
3.28%
Holding current value
$108 Million
Previous $89.7 Million
13.25%
% of portfolio
1.14%
Previous 1.11%
Shares
32 transactions
Others Institutions Holding IJR
# of Institutions
2,538Shares Held
496MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO36.3MShares$4.52 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.78 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.26 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.21 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.98 Billion0.42% of portfolio