Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 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 13,746 shares of IYR stock, worth $1.32 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,746

Previous 21,975 37.45%

Holding current value

$1.32 Million

Previous $2.24 Million 42.85%

% of portfolio

0.01%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$90.74 - $102.87 $746,699 - $846,517	-8,229 Reduced 37.45%	13,746 $1.28 Million
Q2 2024 Jul 15, 2024	SELL	$81.6 - $89.23 $95,635 - $104,577	-1,172 Reduced 5.06%	21,975 $1.93 Million
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	$64.24 - $86.82 $521,757 - $705,152	-8,122 Closed	0 $0
Q1 2020 May 11, 2020	SELL	$57.84 - $100.28 $3,586 - $6,217	-62 Reduced 0.76%	8,122 $565,000
Q4 2019 Feb 13, 2020	SELL	$89.52 - $95.36 $8,772 - $9,345	-98 Reduced 1.18%	8,184 $762,000
Q3 2019 Oct 22, 2019	BUY	$91.54 - $93.76 $70,943 - $72,664	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

613

Shares Held

57.3M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Ishares Tr Transaction History