Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 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 37,077 shares of SHV stock, worth $4.09 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

37,077

Previous 49,140 24.55%

Holding current value

$4.09 Million

Previous $5.43 Million 24.46%

% of portfolio

0.05%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$110.05 - $110.63 $1.33 Million - $1.33 Million	-12,063 Reduced 24.55%	37,077 $4.1 Million
Q2 2024 Jul 15, 2024	SELL	$110.04 - $110.51 $582,001 - $584,487	-5,289 Reduced 9.72%	49,140 $5.43 Million
Q1 2024 Apr 30, 2024	SELL	$110.11 - $110.57 $7.03 Million - $7.06 Million	-63,836 Reduced 53.98%	54,429 $6.02 Million
Q4 2023 Jan 25, 2024	BUY	$109.86 - $110.59 $13 Million - $13.1 Million	118,265 New	118,265 $13 Million
Q4 2022 Jan 17, 2023	BUY	$109.74 - $110.1 $276,764 - $277,672	2,522 New	2,522 $0
Q1 2020 May 11, 2020	SELL	$110.45 - $111.07 $363,159 - $365,198	-3,288 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$110.39 - $110.72 $115,026 - $115,370	1,042 Added 46.39%	3,288 $363,000
Q1 2019 May 13, 2019	SELL	$110.31 - $110.57 $83,173 - $83,369	-754 Reduced 25.13%	2,246 $248,000
Q4 2018 Feb 14, 2019	SELL	$110.21 - $110.47 $147,681 - $148,029	-1,340 Reduced 30.88%	3,000 $331,000
Q3 2018 Nov 14, 2018	SELL	N/A	-877 Reduced 16.81%	4,340 $479,000
Q2 2018 Aug 14, 2018	BUY	N/A	37 Added 0.71%	5,217 $576,000
Q1 2018 May 14, 2018	BUY	N/A	5,180 New	5,180 $572,000

Others Institutions Holding SHV

# of Institutions

722

Shares Held

103M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Ishares Tr Transaction History