Sequoia Financial Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

Sequoia Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$102.02 - $103.5 $63,048 - $63,963	618 Added 8.75%	7,679 $790,000
Q1 2025 Apr 23, 2025	BUY	$100.59 - $103.47 $132,175 - $135,959	1,314 Added 22.86%	7,061 $730,000
Q4 2024 Aug 08, 2025	SELL	$100.24 - $101.35 $193,663 - $195,808	-1,932 Reduced 25.16%	5,747 $578,000
Q4 2024 Feb 07, 2025	BUY	$100.24 - $101.35 $576,079 - $582,458	5,747 New	5,747 $578,000
Q2 2022 Jul 22, 2022	SELL	$101.26 - $104.65 $23,289 - $24,069	-230 Reduced 9.21%	2,267 $230,000
Q1 2022 May 13, 2022	BUY	$103.82 - $106.76 $259,238 - $266,579	2,497 New	2,497 $262,000

829

75.3M

4.5K

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