Sequoia Financial Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 14,468 shares of SUSA stock, worth $1.65 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,468
Previous 16,902 14.4%
Holding current value
$1.65 Million
Previous $2.03 Million 13.52%
% of portfolio
0.02%
Previous 0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$118.0 - $127.04 $287,212 - $309,215
-2,434 Reduced 14.4%
14,468 $1.76 Million
Q3 2024

Oct 21, 2024
SELL
$108.44 - $120.37 $49,340 - $54,768
-455 Reduced 2.62%
16,902 $2.03 Million
Q2 2024

Jul 15, 2024
SELL
$102.41 - $112.98 $23,656 - $26,098
-231 Reduced 1.31%
17,357 $1.95 Million
Q1 2024

Apr 30, 2024
SELL
$98.48 - $109.17 $67,163 - $74,453
-682 Reduced 3.73%
17,588 $1.92 Million
Q4 2023

Jan 25, 2024
BUY
$85.36 - $100.86 $1.25 Million - $1.48 Million
14,689 Added 410.19%
18,270 $1.84 Million
Q2 2023

Aug 08, 2023
SELL
$85.65 - $93.64 $16,359 - $17,885
-191 Reduced 5.06%
3,581 $335,000
Q1 2023

Apr 24, 2023
BUY
$81.64 - $90.01 $17,470 - $19,262
214 Added 6.01%
3,772 $331,000
Q4 2022

Jan 17, 2023
BUY
$75.77 - $88.09 $1,212 - $1,409
16 Added 0.45%
3,558 $0
Q3 2022

Oct 26, 2022
BUY
$75.91 - $92.66 $1,290 - $1,575
17 Added 0.48%
3,542 $269,000
Q2 2022

Jul 22, 2022
BUY
$78.1 - $97.98 $702 - $881
9 Added 0.26%
3,525 $284,000
Q1 2022

May 13, 2022
BUY
$89.45 - $106.35 $983 - $1,169
11 Added 0.31%
3,516 $340,000
Q4 2021

Feb 11, 2022
BUY
$95.76 - $106.67 $861 - $960
9 Added 0.26%
3,505 $372,000
Q3 2021

Oct 26, 2021
BUY
$94.69 - $101.93 $1,136 - $1,223
12 Added 0.34%
3,496 $335,000
Q2 2021

Jul 27, 2021
BUY
$88.83 - $95.54 $621 - $668
7 Added 0.2%
3,484 $333,000
Q1 2021

May 14, 2021
BUY
$81.34 - $87.82 $813 - $878
10 Added 0.29%
3,477 $305,000
Q4 2020

Feb 12, 2021
BUY
$72.19 - $82.34 $125,538 - $143,189
1,739 Added 100.64%
3,467 $285,000
Q3 2020

Oct 23, 2020
BUY
$67.13 - $78.5 $402 - $471
6 Added 0.35%
1,728 $254,000
Q2 2020

Aug 25, 2020
BUY
$52.49 - $69.03 $90,387 - $118,869
1,722 New
1,722 $230,000
Q2 2020

Aug 11, 2020
BUY
$52.49 - $69.03 $0 - $0
0 New
0 $230,000
Q1 2020

May 11, 2020
SELL
$47.53 - $70.87 $81,228 - $121,116
-1,709 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$59.6 - $67.25 $417 - $470
7 Added 0.41%
1,709 $229,000
Q3 2019

Oct 22, 2019
BUY
$61.15 - $62.5 $489 - $500
8 Added 0.47%
1,702 $210,000
Q2 2019

Jul 31, 2019
BUY
N/A
1,694 New
1,694 $206,000

Others Institutions Holding SUSA

# of Institutions
523
Shares Held
19.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

SUSA Quotes by TradingView
  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email