Sequoia Financial Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	SELL	$24.66 - $25.17 $141,770 - $144,702	-5,749 Reduced 11.83%	42,837 $1.08 Million
Q1 2025 Apr 23, 2025	SELL	$24.6 - $24.99 $76,063 - $77,269	-3,092 Reduced 5.98%	48,586 $1.21 Million
Q4 2024 Aug 08, 2025	BUY	$24.61 - $25.12 $217,577 - $222,085	8,841 Added 20.64%	51,678 $1.28 Million
Q4 2024 Feb 07, 2025	SELL	$24.61 - $25.12 $312,596 - $319,074	-12,702 Reduced 19.73%	51,678 $1.28 Million
Q3 2024 Oct 21, 2024	BUY	$24.38 - $25.2 $6,753 - $6,980	277 Added 0.43%	64,380 $1.62 Million
Q2 2024 Jul 15, 2024	BUY	$24.19 - $24.51 $51,379 - $52,059	2,124 Added 3.43%	64,103 $1.57 Million
Q1 2024 Apr 30, 2024	BUY	$24.32 - $24.57 $291,621 - $294,618	11,991 Added 23.99%	61,979 $1.52 Million
Q4 2023 Jan 25, 2024	BUY	$23.56 - $24.48 $1.18 Million - $1.22 Million	49,988 New	49,988 $1.22 Million

Others Institutions Holding SUSB

# of Institutions

332

Shares Held

28.7M

Call Options Held

0

Put Options Held

0

Goldman Sachs Group Inc New York, NY

3.22M
Shares

$80.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$27.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

994K
Shares

$25 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

929K
Shares

$23.3 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

751K
Shares

$18.9 Million
0.01% of portfolio

About ISHARES TR ISHARES ESG AWARE 1

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