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

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 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 5,498 shares of IWY stock, worth $1.31 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,498

Previous 6,581 16.46%

Holding current value

$1.31 Million

Previous $1.41 Million 14.32%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

540

Shares Held

50.2M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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