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

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

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 2,279 shares of IWO stock, worth $604,664. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,279
Previous 1,621 40.59%
Holding current value
$604,664
Previous $460,000 42.39%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,164
Shares Held
35.3M
Call Options Held
174K
Put Options Held
60.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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