Sequoia Financial Advisors, LLC Ishares Tr Ishares Core Msci P Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	SELL	$59.59 - $63.02 $185,801 - $196,496	-3,118 Reduced 47.21%	3,487 $213,000
Q1 2024 Apr 30, 2024	SELL	$58.42 - $63.62 $217,030 - $236,348	-3,715 Reduced 36.0%	6,605 $418,000
Q4 2023 Jan 25, 2024	BUY	$53.05 - $59.52 $9,973 - $11,189	188 Added 1.86%	10,320 $614,000
Q2 2023 Aug 08, 2023	BUY	$55.74 - $59.1 $2,898 - $3,073	52 Added 0.52%	10,132 $581,000
Q1 2023 Apr 24, 2023	SELL	$53.22 - $58.36 $255,349 - $280,011	-4,798 Reduced 32.25%	10,080 $570,000
Q4 2022 Jan 17, 2023	BUY	$47.39 - $55.32 $2,890 - $3,374	61 Added 0.41%	14,878 $0
Q2 2022 Jul 22, 2022	SELL	$50.97 - $62.0 $301,130 - $366,296	-5,908 Reduced 28.51%	14,817 $770,000
Q1 2022 May 13, 2022	BUY	$57.09 - $64.7 $693,243 - $785,652	12,143 Added 141.49%	20,725 $1.26 Million
Q4 2021 Feb 11, 2022	BUY	$63.0 - $67.99 $540,666 - $583,490	8,582 New	8,582 $548,000

Others Institutions Holding IPAC

# of Institutions

142

Shares Held

25.4M

Call Options Held

0

Put Options Held

0

Ronald Blue Trust, Inc. Brentwood, TN

7.24M
Shares

$450 Million
5.75% of portfolio
Municipal Employees' Retirement System Of Michigan

6.4M
Shares

$398 Million
5.62% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.4M
Shares

$87.1 Million
0.02% of portfolio
Assetmark, Inc

1.15M
Shares

$71.2 Million
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

960K
Shares

$59.6 Million
0.01% of portfolio

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