Sequoia Financial Advisors, LLC Ishares Core S&P U.S Growth Et 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 U.S Growth Et stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 15,464 shares of IUSG stock, worth $2.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,464

Previous 15,346 0.77%

Holding current value

$2.23 Million

Previous $1.96 Million 4.24%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$116.79 - $133.54 $13,781 - $15,757	118 Added 0.77%	15,464 $2.04 Million
Q2 2024 Jul 15, 2024	SELL	$109.98 - $128.59 $144,953 - $169,481	-1,318 Reduced 7.91%	15,346 $1.96 Million
Q1 2024 Apr 30, 2024	BUY	$100.95 - $117.92 $65,213 - $76,176	646 Added 4.03%	16,664 $1.95 Million
Q4 2023 Jan 25, 2024	SELL	$91.06 - $104.51 $17,847 - $20,483	-196 Reduced 1.21%	16,018 $1.67 Million
Q3 2023 Nov 08, 2023	SELL	$94.27 - $100.74 $29,883 - $31,934	-317 Reduced 1.92%	16,214 $1.54 Million
Q2 2023 Aug 08, 2023	SELL	$87.77 - $97.64 $50,379 - $56,045	-574 Reduced 3.36%	16,531 $1.61 Million
Q1 2023 Apr 24, 2023	SELL	$79.81 - $88.77 $101,119 - $112,471	-1,267 Reduced 6.9%	17,105 $1.52 Million
Q4 2022 Feb 10, 2023	SELL	$78.88 - $88.47 $210,846 - $236,480	-2,673 Reduced 12.7%	18,372 $1.5 Million
Q4 2022 Jan 17, 2023	SELL	$78.88 - $88.47 $109,248 - $122,530	-1,385 Reduced 6.17%	21,045 $0
Q3 2022 Oct 26, 2022	SELL	$80.18 - $99.02 $52,758 - $65,155	-658 Reduced 2.85%	22,430 $1.8 Million
Q2 2022 Jul 22, 2022	SELL	$80.61 - $107.49 $145,904 - $194,556	-1,810 Reduced 7.27%	23,088 $1.93 Million
Q1 2022 May 13, 2022	BUY	$94.61 - $116.48 $313,632 - $386,131	3,315 Added 15.36%	24,898 $2.63 Million
Q4 2021 Feb 11, 2022	BUY	$101.4 - $117.16 $2.19 Million - $2.53 Million	21,583 New	21,583 $2.5 Million
Q3 2021 Oct 26, 2021	SELL	$101.41 - $109.45 $2.29 Million - $2.47 Million	-22,558 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$91.91 - $101.16 $787,944 - $867,244	8,573 Added 61.3%	22,558 $2.28 Million
Q1 2021 May 14, 2021	BUY	$85.7 - $93.77 $52,705 - $57,668	615 Added 4.6%	13,985 $1.27 Million
Q4 2020 Feb 12, 2021	BUY	$77.7 - $88.69 $363,169 - $414,537	4,674 Added 53.75%	13,370 $1.19 Million
Q3 2020 Oct 23, 2020	BUY	$72.62 - $86.26 $328,387 - $390,067	4,522 Added 108.34%	8,696 $696,000
Q2 2020 Aug 25, 2020	BUY	$54.68 - $72.85 $228,234 - $304,075	4,174 New	4,174 $300,000
Q2 2020 Aug 11, 2020	SELL	$54.68 - $72.85 $248,465 - $331,030	-4,544 Closed	0 $300,000
Q1 2020 May 11, 2020	BUY	$49.63 - $73.36 $40,349 - $59,641	813 Added 21.79%	4,544 $259,000
Q4 2019 Feb 13, 2020	BUY	$61.11 - $67.92 $27,316 - $30,360	447 Added 13.61%	3,731 $252,000
Q3 2019 Oct 22, 2019	BUY	$60.87 - $64.7 $199,897 - $212,474	3,284 New	3,284 $206,000

Others Institutions Holding IUSG

# of Institutions

740

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Sequoia Financial Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History