Sequoia Financial Advisors, LLC Ishares Morningstar Growth ETF Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,740 shares of ILCG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,740
Holding current value
$0
% of portfolio
0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
N/A
3,740 New
3,740 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-24 Reduced 0.64%
3,740 $0
Q4 2024

Aug 08, 2025
BUY
N/A
24 Added 0.64%
3,764 $0
Q4 2024

Feb 07, 2025
SELL
N/A
-11 Reduced 0.29%
3,764 $0
Q2 2024

Jul 15, 2024
BUY
N/A
500 Added 15.27%
3,775 $0
Q4 2023

Jan 25, 2024
SELL
N/A
-370 Reduced 10.15%
3,275 $0
Q1 2023

Apr 24, 2023
BUY
N/A
3,645 New
3,645 $0
Q2 2022

Jul 22, 2022
SELL
N/A
-5,445 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
N/A
2,080 Added 61.81%
5,445 $391,000
Q3 2021

Oct 26, 2021
SELL
N/A
-530 Reduced 13.61%
3,365 $221,000
Q2 2021

Jul 27, 2021
BUY
N/A
2,716 Added 230.36%
3,895 $252,000
Q1 2021

May 14, 2021
BUY
N/A
50 Added 4.43%
1,179 $340,000
Q4 2020

Feb 12, 2021
SELL
N/A
-7 Reduced 0.62%
1,129 $327,000
Q2 2020

Aug 25, 2020
BUY
N/A
1,136 New
1,136 $266,000
Q2 2020

Aug 11, 2020
SELL
N/A
-1,136 Closed
0 $266,000
Q4 2019

Feb 13, 2020
SELL
N/A
-71 Reduced 5.88%
1,136 $239,000
Q2 2019

Jul 31, 2019
SELL
N/A
-88 Reduced 6.8%
1,207 $232,000
Q2 2018

Aug 14, 2018
SELL
N/A
-62 Reduced 4.57%
1,295 $226,000
Q1 2018

May 14, 2018
SELL
N/A
-355 Reduced 20.74%
1,357 $222,000
Q2 2017

Aug 09, 2017
BUY
N/A
1,712
1,712 $238,000

Others Institutions Holding ILCG

# of Institutions
351
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR GROWTH ETF

ILCG Quotes by TradingView
  • Ticker ILCG
More about ILCG
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