Sequoia Financial Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 4,654 shares of USMV stock, worth $416,579. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,654

Previous 5,578 16.57%

Holding current value

$416,579

Previous $468,000 9.4%

% of portfolio

0.0%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$83.76 - $91.82 $77,394 - $84,841	-924 Reduced 16.57%	4,654 $424,000
Q2 2024 Jul 15, 2024	BUY	$79.92 - $84.63 $57,302 - $60,679	717 Added 14.75%	5,578 $468,000
Q1 2024 Apr 30, 2024	BUY	$77.86 - $83.58 $71,164 - $76,392	914 Added 23.16%	4,861 $406,000
Q4 2023 Jan 25, 2024	SELL	$70.56 - $78.63 $14,394 - $16,040	-204 Reduced 4.91%	3,947 $307,000
Q3 2023 Nov 08, 2023	BUY	$72.38 - $76.06 $35,538 - $37,345	491 Added 13.42%	4,151 $300,000
Q2 2023 Aug 08, 2023	SELL	$71.44 - $74.33 $14,502 - $15,088	-203 Reduced 5.25%	3,660 $272,000
Q1 2023 Apr 24, 2023	SELL	$69.12 - $73.78 $18,869 - $20,141	-273 Reduced 6.6%	3,863 $280,000
Q4 2022 Jan 17, 2023	BUY	$65.75 - $75.5 $7,429 - $8,531	113 Added 2.81%	4,136 $0
Q3 2022 Oct 26, 2022	BUY	$66.1 - $76.63 $22,606 - $26,207	342 Added 9.29%	4,023 $266,000
Q2 2022 Jul 22, 2022	BUY	$66.73 - $79.1 $20,219 - $23,967	303 Added 8.97%	3,681 $258,000
Q1 2022 May 13, 2022	SELL	$71.88 - $80.4 $115,942 - $129,685	-1,613 Reduced 32.32%	3,378 $262,000
Q4 2021 Feb 11, 2022	BUY	$73.28 - $81.04 $365,740 - $404,470	4,991 New	4,991 $404,000
Q3 2021 Oct 26, 2021	SELL	$73.5 - $78.28 $418,729 - $445,961	-5,697 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$69.72 - $73.7 $40,158 - $42,451	576 Added 11.25%	5,697 $419,000
Q1 2021 May 14, 2021	BUY	$65.18 - $69.88 $333,786 - $357,855	5,121 New	5,121 $354,000

Others Institutions Holding USMV

# of Institutions

1,283

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Sequoia Financial Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History