Sequoia Financial Advisors, LLC Ishares Russell 3000 ETF Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 11,674 shares of IWV stock, worth $4.42 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,674

Holding current value

$4.42 Million

% of portfolio

0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$351.04 - $379.81 $4.1 Million - $4.43 Million	11,674 New	11,674 $4.42 Million
Q2 2025 Jul 25, 2025	SELL	$281.67 - $351.0 $320,822 - $399,789	-1,139 Reduced 9.05%	11,452 $4.02 Million
Q1 2025 Apr 23, 2025	BUY	$313.1 - $349.83 $3.08 Million - $3.44 Million	9,837 Added 357.19%	12,591 $4 Million
Q4 2024 Aug 08, 2025	SELL	$323.08 - $349.08 $2.81 Million - $3.04 Million	-8,698 Reduced 75.95%	2,754 $920,000
Q4 2024 Feb 07, 2025	BUY	$323.08 - $349.08 $168,970 - $182,568	523 Added 23.44%	2,754 $920,000
Q3 2024 Oct 21, 2024	SELL	$294.75 - $326.73 $6,779 - $7,514	-23 Reduced 1.02%	2,231 $728,000
Q2 2024 Jul 15, 2024	BUY	$283.16 - $309.9 $12,742 - $13,945	45 Added 2.04%	2,254 $695,000
Q1 2024 Apr 30, 2024	BUY	$268.36 - $300.08 $9,392 - $10,502	35 Added 1.61%	2,209 $662,000
Q4 2023 Jan 25, 2024	BUY	$234.36 - $274.87 $37,966 - $44,528	162 Added 8.05%	2,174 $595,000
Q2 2023 Aug 08, 2023	BUY	$231.57 - $254.48 $465,918 - $512,013	2,012 New	2,012 $512,000
Q2 2022 Jul 22, 2022	SELL	$210.65 - $265.31 $176,314 - $222,064	-837 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$242.02 - $279.09 $202,570 - $233,598	837 New	837 $219,000

Others Institutions Holding IWV

# of Institutions

935

Shares Held

28.1M

Call Options Held

20.7K

Put Options Held

7.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
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Sequoia Financial Advisors, LLC Ishares Russell 3000 ETF Transaction History