Sequoia Financial Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 2,605 shares of LQD stock, worth $282,173. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,605

Previous 2,466 5.64%

Holding current value

$282,173

Previous $278,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$106.56 - $113.11 $14,811 - $15,722	139 Added 5.64%	2,605 $278,000
Q3 2024 Oct 21, 2024	SELL	$106.11 - $113.72 $119,585 - $128,162	-1,127 Reduced 31.37%	2,466 $278,000
Q2 2024 Jul 15, 2024	SELL	$104.54 - $108.46 $1.18 Million - $1.23 Million	-11,297 Reduced 75.87%	3,593 $384,000
Q1 2024 Apr 30, 2024	SELL	$106.98 - $110.63 $100,454 - $103,881	-939 Reduced 5.93%	14,890 $1.62 Million
Q4 2023 Jan 25, 2024	BUY	$98.28 - $111.36 $30,663 - $34,744	312 Added 2.01%	15,829 $1.75 Million
Q3 2023 Nov 08, 2023	SELL	$102.02 - $108.51 $296,368 - $315,221	-2,905 Reduced 15.77%	15,517 $1.58 Million
Q2 2023 Aug 08, 2023	SELL	$106.02 - $110.43 $145,671 - $151,730	-1,374 Reduced 6.94%	18,422 $1.99 Million
Q1 2023 Apr 24, 2023	SELL	$104.89 - $111.81 $210,724 - $224,626	-2,009 Reduced 9.21%	19,796 $2.17 Million
Q4 2022 Jan 17, 2023	SELL	$99.2 - $110.03 $456,518 - $506,358	-4,602 Reduced 17.43%	21,805 $0
Q3 2022 Oct 26, 2022	SELL	$101.44 - $114.61 $246,093 - $278,043	-2,426 Reduced 8.41%	26,407 $2.71 Million
Q2 2022 Jul 22, 2022	SELL	$107.41 - $121.51 $341,886 - $386,766	-3,183 Reduced 9.94%	28,833 $3.17 Million
Q1 2022 May 13, 2022	SELL	$118.44 - $131.22 $1.36 Million - $1.51 Million	-11,505 Reduced 26.44%	32,016 $3.87 Million
Q4 2021 Feb 11, 2022	BUY	$130.98 - $134.88 $4.58 Million - $4.71 Million	34,941 Added 407.24%	43,521 $5.77 Million
Q3 2021 Oct 26, 2021	SELL	$133.03 - $136.33 $3.76 Million - $3.85 Million	-28,274 Reduced 76.72%	8,580 $1.14 Million
Q2 2021 Jul 27, 2021	SELL	$129.85 - $134.36 $67,132 - $69,464	-517 Reduced 1.38%	36,854 $4.95 Million
Q1 2021 May 14, 2021	BUY	$128.44 - $137.43 $331,118 - $354,294	2,578 Added 7.41%	37,371 $4.86 Million
Q4 2020 Feb 12, 2021	SELL	$133.73 - $138.48 $41,723 - $43,205	-312 Reduced 0.89%	34,793 $4.81 Million
Q3 2020 Oct 23, 2020	SELL	$134.22 - $139.15 $62,278 - $64,565	-464 Reduced 1.3%	35,105 $4.73 Million
Q2 2020 Aug 25, 2020	BUY	$121.1 - $134.5 $4.31 Million - $4.78 Million	35,569 New	35,569 $4.78 Million
Q2 2020 Aug 11, 2020	SELL	$121.1 - $134.5 $3.82 Million - $4.24 Million	-31,555 Closed	0 $4.78 Million
Q1 2020 May 11, 2020	BUY	$105.05 - $134.27 $349,606 - $446,850	3,328 Added 11.79%	31,555 $3.9 Million
Q4 2019 Feb 13, 2020	BUY	$125.71 - $128.49 $354,879 - $362,727	2,823 Added 11.11%	28,227 $3.61 Million
Q3 2019 Oct 22, 2019	BUY	$122.95 - $129.1 $309,956 - $325,461	2,521 Added 11.02%	25,404 $3.24 Million
Q2 2019 Jul 31, 2019	BUY	$118.17 - $124.37 $895,137 - $942,102	7,575 Added 49.48%	22,883 $2.85 Million
Q1 2019 May 13, 2019	SELL	$113.15 - $119.15 $1.08 Million - $1.14 Million	-9,558 Reduced 38.44%	15,308 $1.82 Million
Q4 2018 Feb 14, 2019	SELL	$111.35 - $114.52 $238,734 - $245,530	-2,144 Reduced 7.94%	24,866 $2.81 Million
Q3 2018 Nov 14, 2018	SELL	$114.24 - $116.27 $2.85 Million - $2.9 Million	-24,939 Reduced 48.01%	27,010 $3.1 Million
Q2 2018 Aug 14, 2018	BUY	$113.81 - $117.24 $61,685 - $63,544	542 Added 1.05%	51,949 $5.95 Million
Q1 2018 May 14, 2018	BUY	$115.72 - $120.97 $867,205 - $906,549	7,494 Added 17.07%	51,407 $6.04 Million
Q4 2017 Feb 13, 2018	SELL	$119.89 - $121.79 $103,704 - $105,348	-865 Reduced 1.93%	43,913 $5.34 Million
Q3 2017 Nov 13, 2017	BUY	$120.62 - $121.61 $363,669 - $366,654	3,015 Added 7.22%	44,778 $5.43 Million
Q2 2017 Aug 09, 2017	BUY	N/A	41,763	41,763 $5.03 Million

Others Institutions Holding LQD

# of Institutions

1,230

Shares Held

233M

Call Options Held

36.9M

Put Options Held

28.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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Sequoia Financial Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History