Sequoia Financial Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 682,448 shares of SGOV stock, worth $68.7 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

682,448

Previous 479,680 42.27%

Holding current value

$68.7 Million

Previous $48.1 Million 42.77%

% of portfolio

0.59%

Previous 0.42%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$100.34 - $100.68 $20.3 Million - $20.4 Million	202,768 Added 42.27%	682,448 $68.7 Million
Q4 2024 Feb 07, 2025	BUY	$100.16 - $100.7 $10.8 Million - $10.8 Million	107,530 Added 28.89%	479,680 $48.1 Million
Q3 2024 Oct 21, 2024	BUY	$100.3 - $100.74 $3.94 Million - $3.96 Million	39,315 Added 11.81%	372,150 $37.5 Million
Q2 2024 Jul 15, 2024	SELL	$100.29 - $100.75 $8.34 Million - $8.38 Million	-83,182 Reduced 19.99%	332,835 $33.5 Million
Q1 2024 Apr 30, 2024	BUY	$100.29 - $100.71 $7 Million - $7.03 Million	69,767 Added 20.15%	416,017 $41.9 Million
Q4 2023 Jan 25, 2024	BUY	$100.05 - $100.73 $837,518 - $843,210	8,371 Added 2.48%	346,250 $34.7 Million
Q3 2023 Nov 08, 2023	BUY	$100.2 - $100.67 $5.09 Million - $5.11 Million	50,769 Added 17.68%	337,879 $34 Million
Q2 2023 Aug 08, 2023	BUY	$100.18 - $100.63 $533,558 - $535,955	5,326 Added 1.89%	287,110 $28.9 Million
Q1 2023 Apr 24, 2023	BUY	$100.08 - $100.58 $5.89 Million - $5.92 Million	58,896 Added 26.42%	281,784 $28.3 Million
Q4 2022 Feb 10, 2023	BUY	$99.97 - $100.37 $58,482 - $58,716	585 Added 0.26%	222,888 $22.3 Million
Q4 2022 Jan 17, 2023	BUY	$99.97 - $100.37 $22.2 Million - $22.3 Million	222,303 New	222,303 $0

Others Institutions Holding SGOV

# of Institutions

838

Shares Held

114M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Sequoia Financial Advisors, LLC Ishares Trishares 0 3 Mnth Tre Transaction History