A detailed history of Sequoia Financial Advisors, LLC transactions in Itau Unibanco Holding S.A. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 40,667 shares of ITUB stock, worth $242,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40,667
Previous 41,293 1.52%
Holding current value
$242,375
Previous $241,000 12.03%
% of portfolio
0.0%
Previous 0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$5.73 - $6.87 $3,586 - $4,300
-626 Reduced 1.52%
40,667 $270,000
Q2 2024

Jul 15, 2024

SELL
$5.8 - $6.74 $3,079 - $3,578
-531 Reduced 1.27%
41,293 $241,000
Q1 2024

Apr 30, 2024

BUY
$6.46 - $7.23 $9,270 - $10,375
1,435 Added 3.55%
41,824 $289,000
Q4 2023

Jan 25, 2024

BUY
$5.14 - $7.04 $8,141 - $11,151
1,584 Added 4.08%
40,389 $280,000
Q3 2023

Nov 08, 2023

BUY
$5.22 - $6.05 $10 - $12
2 Added 0.01%
38,805 $208,000
Q2 2023

Aug 08, 2023

BUY
$4.71 - $6.06 $4,469 - $5,750
949 Added 2.51%
38,803 $228,000
Q1 2023

Apr 24, 2023

BUY
$4.33 - $5.15 $81,949 - $97,468
18,926 Added 99.99%
37,854 $184,000
Q4 2022

Jan 17, 2023

BUY
$4.34 - $6.02 $22,975 - $31,869
5,294 Added 38.83%
18,928 $0
Q3 2022

Oct 26, 2022

SELL
$4.0 - $5.6 $12,780 - $17,892
-3,195 Reduced 18.99%
13,634 $70,000
Q2 2022

Jul 22, 2022

SELL
$4.28 - $5.86 $941 - $1,289
-220 Reduced 1.29%
16,829 $72,000
Q1 2022

May 13, 2022

BUY
$3.74 - $5.8 $63,763 - $98,884
17,049 New
17,049 $97,000
Q4 2021

Feb 11, 2022

SELL
$3.61 - $4.56 $67,366 - $85,094
-18,661 Closed
0 $0
Q3 2021

Oct 26, 2021

SELL
$4.16 - $4.97 $11,298 - $13,498
-2,716 Reduced 12.71%
18,661 $98,000
Q2 2021

Jul 27, 2021

BUY
$3.88 - $5.39 $1,136 - $1,579
293 Added 1.39%
21,377 $128,000
Q1 2021

May 14, 2021

BUY
$3.65 - $5.19 $916 - $1,302
251 Added 1.2%
21,084 $105,000
Q4 2020

Feb 12, 2021

SELL
$3.26 - $5.19 $5,418 - $8,625
-1,662 Reduced 7.39%
20,833 $127,000
Q3 2020

Oct 23, 2020

SELL
$3.21 - $4.49 $10,737 - $15,019
-3,345 Reduced 12.95%
22,495 $90,000
Q2 2020

Aug 25, 2020

BUY
$3.02 - $4.82 $78,036 - $124,548
25,840 New
25,840 $121,000
Q2 2020

Aug 11, 2020

SELL
$3.02 - $4.82 $32,241 - $51,458
-10,676 Closed
0 $0
Q1 2020

May 11, 2020

SELL
$3.31 - $7.73 $5,878 - $13,728
-1,776 Reduced 14.26%
10,676 $48,000
Q4 2019

Feb 13, 2020

BUY
$6.55 - $7.64 $1,775 - $2,070
271 Added 2.22%
12,452 $114,000
Q3 2019

Oct 22, 2019

BUY
$6.53 - $8.19 $1,031 - $1,294
158 Added 1.31%
12,181 $102,000
Q2 2019

Jul 31, 2019

SELL
$6.32 - $7.78 $5,725 - $7,048
-906 Reduced 7.01%
12,023 $113,000
Q1 2019

May 13, 2019

SELL
$6.88 - $8.89 $45,800 - $59,180
-6,657 Reduced 33.99%
12,929 $114,000
Q4 2018

Feb 14, 2019

BUY
$5.97 - $7.7 $38,972 - $50,265
6,528 Added 49.99%
19,586 $179,000
Q3 2018

Nov 14, 2018

SELL
$5.45 - $6.97 $6,518 - $8,336
-1,196 Reduced 8.39%
13,058 $143,000
Q2 2018

Aug 14, 2018

SELL
$5.46 - $8.49 $2,544 - $3,956
-466 Reduced 3.17%
14,254 $148,000
Q1 2018

May 14, 2018

BUY
$7.44 - $9.33 $3,467 - $4,347
466 Added 3.27%
14,720 $230,000
Q4 2017

Feb 13, 2018

SELL
$6.78 - $7.88 $1,600 - $1,859
-236 Reduced 1.63%
14,254 $185,000
Q2 2017

Aug 09, 2017

BUY
N/A
14,490
14,490 $160,000

Others Institutions Holding ITUB

About Itau Unibanco Holding S.A.


  • Ticker ITUB
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 9,800,869,888
  • Market Cap $58.4B
  • Description
  • Itaú Unibanco Holding S.A. offers a range of financial products and services to individuals and corporate customers in Brazil and internationally. The company operates through three segments: Retail Banking, Wholesale Banking, and Activities with the Market and Corporation. It offers various deposit products, as well as loans and credit cards; i...
More about ITUB
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