Sequoia Financial Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 4,869 shares of IWY stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,869
Previous 5,498 11.44%
Holding current value
$1.15 Million
Previous $1.21 Million 5.29%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 07, 2025
SELL
$216.72 - $244.71 $136,316 - $153,922
-629 Reduced 11.44%
4,869 $1.15 Million
Q3 2024

Oct 21, 2024
SELL
$194.66 - $225.97 $210,816 - $244,725
-1,083 Reduced 16.46%
5,498 $1.21 Million
Q2 2024

Jul 15, 2024
SELL
$183.56 - $216.15 $55,435 - $65,277
-302 Reduced 4.39%
6,581 $1.41 Million
Q1 2024

Apr 30, 2024
BUY
$170.38 - $196.82 $329,003 - $380,059
1,931 Added 38.99%
6,883 $1.34 Million
Q4 2023

Jan 25, 2024
BUY
$149.01 - $175.92 $540,161 - $637,710
3,625 Added 273.17%
4,952 $867,000
Q3 2023

Nov 08, 2023
SELL
$152.69 - $164.44 $109,020 - $117,410
-714 Reduced 34.98%
1,327 $204,000
Q2 2023

Aug 08, 2023
SELL
$136.24 - $158.56 $681 - $792
-5 Reduced 0.24%
2,041 $323,000
Q1 2023

Apr 24, 2023
BUY
$117.74 - $138.93 $20,369 - $24,034
173 Added 9.24%
2,046 $284,000
Q4 2022

Jan 17, 2023
BUY
$117.55 - $131.34 $220,171 - $245,999
1,873 New
1,873 $0
Q2 2022

Jul 22, 2022
SELL
$120.18 - $161.96 $189,884 - $255,896
-1,580 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$141.01 - $175.1 $222,795 - $276,658
1,580 New
1,580 $251,000

Others Institutions Holding IWY

# of Institutions
606
Shares Held
57.7M
Call Options Held
3.4K
Put Options Held
2.2K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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