Sequoia Financial Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Sequoia Financial Advisors, LLC

$13 Billion
Q2 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 26,837 shares of USIG stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

26,837

Previous 25,890 3.66%

Holding current value

$1.38 Million

Previous $1.32 Million 4.39%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$49.73 - $51.44 $47,094 - $48,713	947 Added 3.66%	26,837 $1.38 Million
Q1 2025 Apr 23, 2025	BUY	$49.67 - $51.43 $1.07 Million - $1.11 Million	21,604 Added 504.06%	25,890 $1.32 Million
Q4 2024 Feb 07, 2025	SELL	$50.14 - $52.56 $54,752 - $57,395	-1,092 Reduced 20.3%	4,286 $215,000
Q3 2024 Oct 21, 2024	SELL	$49.82 - $52.8 $157,281 - $166,689	-3,157 Reduced 36.99%	5,378 $282,000
Q2 2024 Jul 15, 2024	SELL	$49.21 - $50.7 $62,841 - $64,743	-1,277 Reduced 13.01%	8,535 $428,000
Q1 2024 Apr 30, 2024	SELL	$50.05 - $51.32 $167,167 - $171,408	-3,340 Reduced 25.4%	9,812 $498,000
Q4 2023 Jan 25, 2024	BUY	$46.72 - $51.48 $614,461 - $677,064	13,152 New	13,152 $674,000

Others Institutions Holding USIG

# of Institutions

462

Shares Held

186M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Sequoia Financial Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History