Sequoia Financial Advisors, LLC Ishares Dj Us Tech ETF Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 4,459 shares of IYW stock, worth $876,104. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,459
Holding current value
$876,104
% of portfolio
0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$171.38 - $197.01 $764,183 - $878,467
4,459 New
4,459 $873,000
Q2 2025

Jul 25, 2025
BUY
$122.57 - $173.27 $44,247 - $62,550
361 Added 8.43%
4,645 $804,000
Q1 2025

Apr 23, 2025
SELL
$140.44 - $166.79 $54,771 - $65,048
-390 Reduced 8.34%
4,284 $601,000
Q4 2024

Aug 08, 2025
BUY
$148.14 - $166.23 $4,296 - $4,820
29 Added 0.62%
4,674 $745,000
Q4 2024

Feb 07, 2025
BUY
$148.14 - $166.23 $185,915 - $208,618
1,255 Added 36.71%
4,674 $745,000
Q3 2024

Oct 21, 2024
SELL
$133.16 - $158.73 $53,130 - $63,333
-399 Reduced 10.45%
3,419 $518,000
Q2 2024

Jul 15, 2024
SELL
$124.75 - $153.46 $2,619 - $3,222
-21 Reduced 0.55%
3,818 $574,000
Q1 2024

Apr 30, 2024
BUY
$117.5 - $136.59 $19,857 - $23,083
169 Added 4.6%
3,839 $518,000
Q4 2023

Jan 25, 2024
BUY
$101.31 - $123.31 $303 - $369
3 Added 0.08%
3,670 $450,000
Q3 2023

Nov 08, 2023
BUY
$103.39 - $113.67 $110,213 - $121,172
1,066 Added 40.98%
3,667 $384,000
Q2 2023

Aug 08, 2023
BUY
$88.68 - $109.37 $230,656 - $284,471
2,601 New
2,601 $283,000
Q2 2022

Jul 22, 2022
SELL
$77.53 - $105.04 $438,742 - $594,421
-5,659 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$90.78 - $115.41 $22,422 - $28,506
247 Added 4.56%
5,659 $583,000
Q4 2021

Feb 11, 2022
BUY
$100.11 - $117.09 $541,795 - $633,691
5,412 New
5,412 $621,000
Q3 2021

Oct 26, 2021
SELL
$98.99 - $108.87 $591,168 - $650,171
-5,972 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$86.67 - $99.76 $86 - $99
1 Added 0.02%
5,972 $594,000
Q1 2021

May 14, 2021
SELL
$82.45 - $93.1 $6,596 - $7,448
-80 Reduced 1.32%
5,971 $524,000
Q4 2020

Feb 12, 2021
BUY
$73.15 - $85.83 $331,954 - $389,496
4,538 Added 299.93%
6,051 $515,000
Q3 2020

Oct 23, 2020
BUY
$67.71 - $82.47 $102,445 - $124,777
1,513 New
1,513 $455,000

Others Institutions Holding IYW

# of Institutions
1,338
Shares Held
84.7M
Call Options Held
281K
Put Options Held
225K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email