Sequoia Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 20,846 shares of IWD stock, worth $3.94 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,846
Previous 21,909 4.85%
Holding current value
$3.94 Million
Previous $3.82 Million 3.51%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 21, 2024
SELL
$173.36 - $189.8 $184,281 - $201,757
-1,063 Reduced 4.85%
20,846 $3.96 Million
Q2 2024

Jul 15, 2024
BUY
$169.4 - $179.05 $27,951 - $29,543
165 Added 0.76%
21,909 $3.82 Million
Q1 2024

Apr 30, 2024
BUY
$161.84 - $179.11 $44,829 - $49,613
277 Added 1.29%
21,744 $3.89 Million
Q4 2023

Jan 25, 2024
BUY
$143.69 - $165.7 $31,468 - $36,288
219 Added 1.03%
21,467 $3.55 Million
Q3 2023

Nov 08, 2023
SELL
$151.73 - $163.56 $120,018 - $129,375
-791 Reduced 3.59%
21,248 $3.23 Million
Q2 2023

Aug 08, 2023
BUY
$148.55 - $157.83 $82,593 - $87,753
556 Added 2.59%
22,039 $3.48 Million
Q1 2023

Apr 24, 2023
SELL
$145.2 - $161.56 $4,791 - $5,331
-33 Reduced 0.15%
21,483 $3.27 Million
Q4 2022

Feb 10, 2023
BUY
$136.78 - $158.99 $683 - $794
5 Added 0.02%
21,516 $3.26 Million
Q4 2022

Jan 17, 2023
BUY
$136.78 - $158.99 $72,356 - $84,105
529 Added 2.52%
21,511 $0
Q3 2022

Oct 26, 2022
SELL
$135.99 - $161.15 $259,468 - $307,474
-1,908 Reduced 8.34%
20,982 $2.85 Million
Q2 2022

Jul 22, 2022
SELL
$140.99 - $168.41 $185,965 - $222,132
-1,319 Reduced 5.45%
22,890 $3.32 Million
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $638,029 - $692,270
4,060 Added 20.15%
24,209 $4.02 Million
Q4 2021

Feb 11, 2022
BUY
$157.12 - $168.08 $2.27 Million - $2.43 Million
14,465 Added 254.49%
20,149 $3.38 Million
Q3 2021

Oct 26, 2021
SELL
$154.62 - $164.07 $2.2 Million - $2.34 Million
-14,249 Reduced 71.48%
5,684 $890,000
Q2 2021

Jul 27, 2021
SELL
$152.86 - $162.4 $102,110 - $108,483
-668 Reduced 3.24%
19,933 $3.16 Million
Q1 2021

May 14, 2021
SELL
$134.89 - $153.0 $174,277 - $197,676
-1,292 Reduced 5.9%
20,601 $3.12 Million
Q4 2020

Feb 12, 2021
BUY
$115.84 - $136.73 $22,125 - $26,115
191 Added 0.88%
21,893 $2.99 Million
Q3 2020

Oct 23, 2020
SELL
$111.27 - $124.26 $52,408 - $58,526
-471 Reduced 2.12%
21,702 $2.56 Million
Q2 2020

Aug 25, 2020
BUY
$94.52 - $125.14 $2.1 Million - $2.77 Million
22,173 New
22,173 $2.5 Million
Q2 2020

Aug 11, 2020
SELL
$94.52 - $125.14 $1.86 Million - $2.46 Million
-19,646 Closed
0 $2.5 Million
Q1 2020

May 11, 2020
SELL
$85.17 - $138.52 $6,643 - $10,804
-78 Reduced 0.4%
19,646 $1.95 Million
Q4 2019

Feb 13, 2020
SELL
$123.85 - $136.67 $64,278 - $70,931
-519 Reduced 2.56%
19,724 $2.69 Million
Q3 2019

Oct 22, 2019
BUY
$127.92 - $130.25 $335,790 - $341,906
2,625 Added 14.9%
20,243 $2.6 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-1,914 Reduced 9.8%
17,618 $2.24 Million
Q1 2019

May 13, 2019
SELL
N/A
-28,410 Reduced 59.26%
19,532 $2.41 Million
Q4 2018

Feb 14, 2019
BUY
N/A
24,134 Added 101.37%
47,942 $5.32 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-4,669 Reduced 16.4%
23,808 $3.02 Million
Q2 2018

Aug 14, 2018
BUY
N/A
2,735 Added 10.62%
28,477 $3.34 Million
Q1 2018

May 14, 2018
BUY
N/A
710 Added 2.84%
25,742 $2.97 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-127 Reduced 0.5%
25,032 $2.99 Million
Q3 2017

Nov 13, 2017
BUY
N/A
8,983 Added 55.53%
25,159 $2.86 Million
Q2 2017

Aug 09, 2017
BUY
N/A
16,176
16,176 $1.77 Million

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email