Sequoia Financial Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 55,471 shares of IVLU stock, worth $1.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

55,471

Previous 77,786 28.69%

Holding current value

$1.5 Million

Previous $2.13 Million 23.24%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$26.43 - $29.86 $589,785 - $666,325	-22,315 Reduced 28.69%	55,471 $1.64 Million
Q2 2024 Jul 15, 2024	SELL	$27.14 - $29.24 $875,427 - $943,165	-32,256 Reduced 29.31%	77,786 $2.13 Million
Q1 2024 Apr 30, 2024	SELL	$25.93 - $28.27 $33.8 Million - $36.9 Million	-1,305,088 Reduced 92.22%	110,042 $3.11 Million
Q4 2023 Jan 25, 2024	BUY	$23.94 - $26.72 $23.6 Million - $26.3 Million	983,799 Added 228.08%	1,415,130 $37.5 Million
Q3 2023 Nov 08, 2023	BUY	$24.89 - $26.5 $51,771 - $55,120	2,080 Added 0.48%	431,331 $10.9 Million
Q2 2023 Aug 08, 2023	BUY	$24.42 - $25.75 $10.5 Million - $11.1 Million	429,251 New	429,251 $10.9 Million

Others Institutions Holding IVLU

# of Institutions

256

Shares Held

53.9M

Call Options Held

Put Options Held

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About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Ishares Tr Edge Msci Intl Valu Transaction History