Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

  • $7.97 Billion
  • Q1 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 23,147 shares of IYR stock, worth $2.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
23,147
Previous 24,750 6.48%
Holding current value
$2.02 Million
Previous $2.26 Million 8.05%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$85.32 - $92.22 $136,767 - $147,828
-1,603 Reduced 6.48%
23,147 $2.08 Million
Q4 2023

Jan 25, 2024
SELL
$73.28 - $92.46 $105,816 - $133,512
-1,444 Reduced 5.51%
24,750 $2.26 Million
Q2 2023

Aug 08, 2023
BUY
$80.51 - $86.54 $2.11 Million - $2.27 Million
26,194 New
26,194 $2.27 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-8,122 Closed
0 $0
Q1 2020

May 11, 2020
SELL
N/A
-62 Reduced 0.76%
8,122 $565,000
Q4 2019

Feb 13, 2020
SELL
N/A
-98 Reduced 1.18%
8,184 $762,000
Q3 2019

Oct 22, 2019
BUY
N/A
775 Added 10.32%
8,282 $775,000
Q2 2019

Jul 31, 2019
SELL
N/A
-3,277 Reduced 30.39%
7,507 $655,000
Q1 2019

May 13, 2019
BUY
N/A
1,907 Added 21.48%
10,784 $939,000
Q4 2018

Feb 14, 2019
SELL
N/A
-202 Reduced 2.22%
8,877 $665,000
Q3 2018

Nov 14, 2018
BUY
N/A
615 Added 7.27%
9,079 $726,000
Q2 2018

Aug 14, 2018
BUY
N/A
52 Added 0.62%
8,464 $682,000
Q1 2018

May 14, 2018
BUY
N/A
162 Added 1.96%
8,412 $635,000
Q4 2017

Feb 13, 2018
BUY
N/A
14 Added 0.17%
8,250 $668,000
Q3 2017

Nov 13, 2017
BUY
N/A
504 Added 6.52%
8,236 $658,000
Q2 2017

Aug 09, 2017
BUY
N/A
7,732
7,732 $617,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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