Sequoia Financial Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 113,582 shares of ITOT stock, worth $14.6 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

113,582

Previous 96,213 18.05%

Holding current value

$14.6 Million

Previous $12.4 Million 11.99%

% of portfolio

0.12%

Previous 0.11%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$120.29 - $134.6 $2.09 Million - $2.34 Million	17,369 Added 18.05%	113,582 $13.9 Million
Q4 2024 Feb 07, 2025	BUY	$124.26 - $134.12 $271,756 - $293,320	2,187 Added 2.33%	96,213 $12.4 Million
Q3 2024 Oct 21, 2024	BUY	$113.41 - $125.62 $14,289 - $15,828	126 Added 0.13%	94,026 $11.8 Million
Q2 2024 Jul 15, 2024	SELL	$108.78 - $119.23 $486,029 - $532,719	-4,468 Reduced 4.54%	93,900 $11.2 Million
Q1 2024 Apr 30, 2024	SELL	$103.16 - $115.3 $681,268 - $761,441	-6,604 Reduced 6.29%	98,368 $11.3 Million
Q4 2023 Jan 25, 2024	BUY	$90.04 - $105.69 $814,141 - $955,648	9,042 Added 9.43%	104,972 $11 Million
Q3 2023 Nov 08, 2023	SELL	$93.72 - $101.39 $195,406 - $211,398	-2,085 Reduced 2.13%	95,930 $9.04 Million
Q2 2023 Aug 08, 2023	SELL	$89.03 - $97.84 $528,482 - $580,778	-5,936 Reduced 5.71%	98,015 $9.59 Million
Q1 2023 Apr 24, 2023	SELL	$84.12 - $93.15 $753,294 - $834,158	-8,955 Reduced 7.93%	103,951 $9.41 Million
Q4 2022 Jan 17, 2023	SELL	$79.44 - $90.48 $209,483 - $238,595	-2,637 Reduced 2.28%	112,906 $0
Q3 2022 Oct 26, 2022	SELL	$79.54 - $95.9 $458,786 - $553,151	-5,768 Reduced 4.75%	115,543 $9.19 Million
Q2 2022 Jul 22, 2022	SELL	$80.96 - $102.19 $714,067 - $901,315	-8,820 Reduced 6.78%	121,311 $10.2 Million
Q1 2022 May 13, 2022	SELL	$93.09 - $107.63 $121,389 - $140,349	-1,304 Reduced 0.99%	130,131 $13.1 Million
Q4 2021 Feb 11, 2022	BUY	$98.24 - $107.61 $12 Million - $13.2 Million	122,394 Added 1353.77%	131,435 $14.1 Million
Q3 2021 Oct 26, 2021	SELL	$97.33 - $103.96 $12.3 Million - $13.2 Million	-126,876 Reduced 93.35%	9,041 $889,000
Q2 2021 Jul 27, 2021	SELL	$92.76 - $98.86 $1.85 Million - $1.97 Million	-19,913 Reduced 12.78%	135,917 $13.4 Million
Q1 2021 May 14, 2021	SELL	$85.12 - $92.58 $512,762 - $557,701	-6,024 Reduced 3.72%	155,830 $14.3 Million
Q4 2020 Feb 12, 2021	SELL	$74.05 - $86.22 $215,189 - $250,555	-2,906 Reduced 1.76%	161,854 $14 Million
Q3 2020 Oct 23, 2020	SELL	$69.81 - $80.47 $49,216 - $56,731	-705 Reduced 0.43%	164,760 $12.4 Million
Q2 2020 Aug 25, 2020	BUY	$54.49 - $72.8 $9.02 Million - $12 Million	165,465 New	165,465 $11.5 Million
Q2 2020 Aug 11, 2020	SELL	$54.49 - $72.8 $7.5 Million - $10 Million	-137,557 Closed	0 $11.5 Million
Q1 2020 May 11, 2020	BUY	$49.67 - $76.42 $2.08 Million - $3.2 Million	41,877 Added 43.77%	137,557 $7.87 Million
Q4 2019 Feb 13, 2020	BUY	$65.12 - $72.96 $684,997 - $767,466	10,519 Added 12.35%	95,680 $6.96 Million
Q3 2019 Oct 22, 2019	BUY	$64.37 - $68.57 $1.27 Million - $1.35 Million	19,707 Added 30.11%	85,161 $5.71 Million
Q2 2019 Jul 31, 2019	BUY	$62.47 - $67.06 $1.72 Million - $1.85 Million	27,613 Added 72.97%	65,454 $4.36 Million
Q1 2019 May 13, 2019	BUY	$55.45 - $64.92 $1.33 Million - $1.56 Million	23,966 Added 172.73%	37,841 $2.44 Million
Q4 2018 Feb 14, 2019	BUY	$53.25 - $66.76 $109,482 - $137,258	2,056 Added 17.4%	13,875 $788,000
Q3 2018 Nov 14, 2018	SELL	$62.51 - $67.36 $562 - $606	-9 Reduced 0.08%	11,819 $787,000
Q2 2018 Aug 14, 2018	BUY	$59.06 - $64.29 $50,378 - $54,839	853 Added 7.77%	11,828 $739,000
Q1 2018 May 14, 2018	BUY	$58.94 - $65.4 $70,551 - $78,283	1,197 Added 12.24%	10,975 $664,000
Q4 2017 Feb 13, 2018	SELL	$57.99 - $61.7 $42,100 - $44,794	-726 Reduced 6.91%	9,778 $598,000
Q3 2017 Nov 13, 2017	BUY	$57.1 - $57.63 $212,412 - $214,383	3,720 Added 54.83%	10,504 $605,000
Q2 2017 Aug 09, 2017	BUY	N/A	6,784	6,784 $376,000

Others Institutions Holding ITOT

# of Institutions

1,576

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

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About ISHARES CORE S&P TOTAL U.S. ST

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Sequoia Financial Advisors, LLC Ishares Core S&P Total U.S. St Transaction History