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

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 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 16,403 shares of IWP stock, worth $2.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,403
Previous 16,615 1.28%
Holding current value
$2.05 Million
Previous $1.95 Million 6.72%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$116.4 - $138.52 $24,676 - $29,366
-212 Reduced 1.28%
16,403 $2.08 Million
Q3 2024

Oct 21, 2024
SELL
$103.87 - $117.59 $56,713 - $64,204
-546 Reduced 3.18%
16,615 $1.95 Million
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
1,223
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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