Sequoia Financial Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$29.0 - $30.68 $5.18 Million - $5.47 Million	-178,454 Reduced 53.16%	157,215 $4.82 Million
Q1 2025 Apr 23, 2025	SELL	$30.73 - $32.26 $3.23 Million - $3.4 Million	-105,248 Reduced 23.87%	335,669 $10.3 Million
Q4 2024 Aug 08, 2025	BUY	$31.23 - $33.51 $8.86 Million - $9.51 Million	283,702 Added 180.45%	440,917 $13.9 Million
Q4 2024 Feb 07, 2025	BUY	$31.23 - $33.51 $11.5 Million - $12.4 Million	369,512 Added 517.49%	440,917 $13.9 Million
Q3 2024 Oct 21, 2024	BUY	$31.18 - $33.5 $243,827 - $261,970	7,820 Added 12.3%	71,405 $2.37 Million
Q2 2024 Jul 15, 2024	SELL	$30.65 - $32.13 $153,863 - $161,292	-5,020 Reduced 7.32%	63,585 $2.01 Million
Q1 2024 Apr 30, 2024	BUY	$31.12 - $32.54 $147,353 - $154,076	4,735 Added 7.41%	68,605 $2.21 Million
Q4 2023 Jan 25, 2024	BUY	$28.34 - $31.4 $191,720 - $212,421	6,765 Added 11.85%	63,870 $1.99 Million
Q3 2023 Nov 08, 2023	BUY	$29.99 - $31.22 $187,587 - $195,281	6,255 Added 12.3%	57,105 $1.72 Million
Q2 2023 Aug 08, 2023	BUY	$29.33 - $31.46 $806,076 - $864,615	27,483 Added 117.61%	50,850 $1.57 Million
Q1 2023 Apr 24, 2023	BUY	$29.86 - $33.81 $133,713 - $151,401	4,478 Added 23.71%	23,367 $729,000
Q4 2022 Jan 17, 2023	BUY	$29.96 - $32.28 $328,511 - $353,950	10,965 Added 138.38%	18,889 $0
Q3 2022 Oct 26, 2022	SELL	$31.4 - $35.35 $51,747 - $58,256	-1,648 Reduced 17.22%	7,924 $251,000
Q2 2022 Jul 22, 2022	SELL	$32.02 - $36.26 $39,992 - $45,288	-1,249 Reduced 11.54%	9,572 $315,000
Q1 2022 May 13, 2022	SELL	$34.86 - $39.14 $131,561 - $147,714	-3,774 Reduced 25.86%	10,821 $394,000
Q4 2021 Feb 11, 2022	BUY	$38.29 - $39.43 $182,873 - $188,317	4,776 Added 48.64%	14,595 $575,000
Q3 2021 Oct 26, 2021	SELL	$38.55 - $39.48 $37,663 - $38,571	-977 Reduced 9.05%	9,819 $381,000
Q2 2021 Jul 27, 2021	BUY	$37.96 - $39.34 $77,248 - $80,056	2,035 Added 23.23%	10,796 $425,000
Q1 2021 May 14, 2021	SELL	$37.15 - $38.46 $10,216 - $10,576	-275 Reduced 3.04%	8,761 $336,000
Q4 2020 Feb 12, 2021	BUY	$36.13 - $38.51 $15,030 - $16,020	416 Added 4.83%	9,036 $348,000
Q3 2020 Oct 23, 2020	SELL	$34.54 - $36.7 $3,177 - $3,376	-92 Reduced 1.06%	8,620 $314,000
Q2 2020 Aug 25, 2020	BUY	$30.01 - $35.86 $261,447 - $312,412	8,712 New	8,712 $302,000
Q2 2020 Aug 11, 2020	SELL	$30.01 - $35.86 $329,539 - $393,778	-10,981 Closed	0 $302,000
Q1 2020 May 11, 2020	BUY	$25.12 - $38.29 $52,777 - $80,447	2,101 Added 23.66%	10,981 $350,000
Q4 2019 Feb 13, 2020	SELL	$36.77 - $37.68 $20,922 - $21,439	-569 Reduced 6.02%	8,880 $334,000
Q3 2019 Oct 22, 2019	SELL	$36.77 - $37.53 $27,871 - $28,447	-758 Reduced 7.43%	9,449 $355,000
Q2 2019 Jul 31, 2019	SELL	$36.27 - $37.09 $91,472 - $93,540	-2,522 Reduced 19.81%	10,207 $376,000
Q1 2019 May 13, 2019	SELL	$34.55 - $36.63 $432,946 - $459,010	-12,531 Reduced 49.61%	12,729 $465,000
Q4 2018 Feb 14, 2019	SELL	$33.41 - $36.68 $27,930 - $30,664	-836 Reduced 3.2%	25,260 $865,000
Q3 2018 Nov 14, 2018	SELL	$37.02 - $38.0 $18,250 - $18,734	-493 Reduced 1.85%	26,096 $969,000
Q2 2018 Aug 14, 2018	BUY	$36.91 - $37.71 $38,349 - $39,180	1,039 Added 4.07%	26,589 $1 Million
Q1 2018 May 14, 2018	BUY	$36.79 - $38.19 $92,416 - $95,933	2,512 Added 10.9%	25,550 $960,000
Q4 2017 Feb 13, 2018	SELL	$38.07 - $38.65 $76,863 - $78,034	-2,019 Reduced 8.06%	23,038 $877,000
Q3 2017 Nov 13, 2017	BUY	$38.8 - $38.86 $242,655 - $243,030	6,254 Added 33.26%	25,057 $972,000
Q2 2017 Aug 09, 2017	BUY	N/A	18,803	18,803 $737,000

Others Institutions Holding PFF

# of Institutions

1,108

Shares Held

197M

Call Options Held

278K

Put Options Held

1.48M

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