Sequoia Financial Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 7,143 shares of IWO stock, worth $1.82 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,143

Previous 2,279 213.43%

Holding current value

$1.82 Million

Previous $655,000 178.63%

% of portfolio

0.02%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$254.58 - $302.92 $1.24 Million - $1.47 Million	4,864 Added 213.43%	7,143 $1.83 Million
Q4 2024 Feb 07, 2025	BUY	$278.19 - $315.36 $183,049 - $207,506	658 Added 40.59%	2,279 $655,000
Q3 2024 Oct 21, 2024	SELL	$256.4 - $289.78 $7,948 - $8,983	-31 Reduced 1.88%	1,621 $460,000
Q2 2024 Jul 15, 2024	BUY	$245.29 - $268.7 $8,094 - $8,867	33 Added 2.04%	1,652 $433,000
Q1 2024 Apr 30, 2024	BUY	$239.5 - $270.8 $36,643 - $41,432	153 Added 10.44%	1,619 $438,000
Q4 2023 Jan 25, 2024	BUY	$204.07 - $257.57 $8,979 - $11,333	44 Added 3.09%	1,466 $369,000
Q3 2023 Nov 08, 2023	SELL	$221.24 - $254.04 $22,345 - $25,658	-101 Reduced 6.63%	1,422 $318,000
Q2 2023 Aug 08, 2023	BUY	$219.8 - $242.66 $50,114 - $55,326	228 Added 17.61%	1,523 $369,000
Q1 2023 Apr 24, 2023	SELL	$212.51 - $245.01 $24,651 - $28,421	-116 Reduced 8.22%	1,295 $293,000
Q4 2022 Jan 17, 2023	SELL	$205.84 - $231.03 $26,347 - $29,571	-128 Reduced 8.32%	1,411 $0
Q2 2022 Jul 22, 2022	SELL	$194.2 - $261.13 $8,156 - $10,967	-42 Reduced 2.66%	1,539 $317,000
Q1 2022 May 13, 2022	BUY	$234.1 - $296.68 $67,889 - $86,037	290 Added 22.46%	1,581 $404,000
Q4 2021 Feb 11, 2022	BUY	$280.02 - $327.35 $361,505 - $422,608	1,291 New	1,291 $378,000
Q3 2021 Oct 26, 2021	SELL	$284.4 - $314.06 $900,410 - $994,313	-3,166 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$278.74 - $313.3 $53,518 - $60,153	192 Added 6.46%	3,166 $987,000
Q1 2021 May 14, 2021	BUY	$282.5 - $336.63 $65,822 - $78,434	233 Added 8.5%	2,974 $894,000
Q3 2020 Oct 23, 2020	BUY	$203.91 - $230.98 $38,335 - $43,424	188 Added 7.36%	2,741 $607,000
Q2 2020 Aug 25, 2020	BUY	$145.61 - $213.67 $371,742 - $545,499	2,553 New	2,553 $528,000
Q2 2020 Aug 11, 2020	SELL	$145.61 - $213.67 $225,404 - $330,761	-1,548 Closed	0 $528,000
Q4 2019 Feb 13, 2020	BUY	$186.63 - $216.19 $288,903 - $334,662	1,548 New	1,548 $332,000
Q3 2019 Oct 22, 2019	SELL	$189.94 - $205.08 $250,910 - $270,910	-1,321 Closed	0 $0
Q2 2019 Jul 31, 2019	BUY	$187.22 - $206.14 $247,317 - $272,310	1,321 New	1,321 $265,000

Others Institutions Holding IWO

# of Institutions

1,135

Shares Held

33.4M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Sequoia Financial Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History