Sequoia Financial Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Sequoia Financial Advisors, LLC

$8.06 Billion
Q2 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 17,161 shares of IWP stock, worth $2.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,161

Previous 17,836 3.78%

Holding current value

$2.01 Million

Previous $2.04 Million 6.98%

% of portfolio

0.02%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$105.7 - $113.43 $71,347 - $76,565	-675 Reduced 3.78%	17,161 $1.89 Million
Q1 2024 Apr 30, 2024	SELL	$100.66 - $114.14 $936,641 - $1.06 Million	-9,305 Reduced 34.28%	17,836 $2.04 Million
Q4 2023 Jan 25, 2024	BUY	$85.66 - $105.12 $684,509 - $840,013	7,991 Added 41.73%	27,141 $2.84 Million
Q3 2023 Nov 08, 2023	SELL	$89.97 - $100.32 $87,270 - $97,310	-970 Reduced 4.82%	19,150 $1.75 Million
Q2 2023 Aug 08, 2023	SELL	$87.72 - $96.63 $180,703 - $199,057	-2,060 Reduced 9.29%	20,120 $1.94 Million
Q1 2023 Apr 24, 2023	SELL	$82.89 - $94.68 $65,234 - $74,513	-787 Reduced 3.43%	22,180 $2.02 Million
Q4 2022 Jan 17, 2023	BUY	$77.4 - $89.88 $1.53 Million - $1.78 Million	19,778 Added 620.19%	22,967 $0
Q3 2022 Oct 26, 2022	BUY	$78.02 - $94.38 $15,604 - $18,876	200 Added 6.69%	3,189 $250,000
Q2 2022 Jul 22, 2022	BUY	$75.41 - $102.47 $1,131 - $1,537	15 Added 0.5%	2,989 $237,000
Q4 2021 Feb 11, 2022	BUY	$109.8 - $123.28 $326,545 - $366,634	2,974 New	2,974 $343,000
Q3 2021 Oct 26, 2021	SELL	$109.39 - $119.47 $298,525 - $326,033	-2,729 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$96.94 - $112.05 $1,841 - $2,128	19 Added 0.7%	2,729 $279,000
Q4 2020 Feb 12, 2021	BUY	$86.54 - $104.78 $115,790 - $140,195	1,338 Added 97.52%	2,710 $278,000
Q3 2020 Oct 23, 2020	BUY	$79.56 - $90.13 $109,156 - $123,658	1,372 New	1,372 $237,000

Others Institutions Holding IWP

# of Institutions

1,071

Shares Held

104M

Call Options Held

63.5K

Put Options Held

1.4K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Sequoia Financial Advisors, LLC Ishares Russell Mid Cap Growth Transaction History