A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 97,070 shares of SUB stock, worth $10.2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
97,070
Previous 103,428 6.15%
Holding current value
$10.2 Million
Previous $10.8 Million 4.68%
% of portfolio
0.12%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$104.3 - $106.3 $663,139 - $675,855
-6,358 Reduced 6.15%
97,070 $10.3 Million
Q2 2024

Jul 15, 2024

BUY
$104.04 - $104.8 $432,182 - $435,339
4,154 Added 4.18%
103,428 $10.8 Million
Q1 2024

Apr 30, 2024

BUY
$104.73 - $105.42 $105,777 - $106,474
1,010 Added 1.03%
99,274 $10.4 Million
Q4 2023

Jan 25, 2024

BUY
$102.62 - $105.46 $100,567 - $103,350
980 Added 1.01%
98,264 $10.4 Million
Q3 2023

Nov 08, 2023

SELL
$102.82 - $104.26 $505,360 - $512,437
-4,915 Reduced 4.81%
97,284 $10 Million
Q2 2023

Aug 08, 2023

BUY
$103.24 - $105.0 $10.6 Million - $10.7 Million
102,199 New
102,199 $10.6 Million
Q2 2022

Jul 22, 2022

BUY
$103.31 - $104.87 $228,521 - $231,972
2,212 New
2,212 $232,000
Q3 2021

Oct 26, 2021

SELL
$107.57 - $108.06 $200,295 - $201,207
-1,862 Closed
0 $0
Q1 2021

May 14, 2021

SELL
$107.56 - $108.22 $7,421 - $7,467
-69 Reduced 3.57%
1,862 $201,000
Q3 2020

Oct 23, 2020

BUY
$107.69 - $108.53 $207,949 - $209,571
1,931 New
1,931 $209,000
Q1 2019

May 13, 2019

SELL
$105.27 - $106.06 $1.4 Million - $1.41 Million
-13,279 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$104.3 - $105.4 $1.38 Million - $1.4 Million
13,279 New
13,279 $1.4 Million

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
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