Sequoia Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Sequoia Financial Advisors, LLC

  • $8.06 Billion
  • Q2 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 224,690 shares of AGG stock, worth $22.7 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
224,690
Previous 2,220,916 89.88%
Holding current value
$22.7 Million
Previous $218 Million 89.97%
% of portfolio
0.27%
Previous 2.73%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$95.11 - $97.92 $190 Million - $195 Million
-1,996,226 Reduced 89.88%
224,690 $21.8 Million
Q1 2024

Apr 30, 2024
BUY
$96.75 - $99.37 $13.6 Million - $13.9 Million
140,152 Added 6.74%
2,220,916 $218 Million
Q4 2023

Jan 25, 2024
BUY
$91.67 - $99.66 $14.6 Million - $15.9 Million
159,110 Added 8.28%
2,080,764 $207 Million
Q3 2023

Nov 08, 2023
BUY
$93.85 - $98.43 $5.03 Million - $5.27 Million
53,557 Added 2.87%
1,921,654 $181 Million
Q2 2023

Aug 08, 2023
BUY
$97.49 - $100.53 $4.5 Million - $4.64 Million
46,148 Added 2.53%
1,868,097 $183 Million
Q1 2023

Apr 24, 2023
BUY
$96.32 - $100.79 $6.21 Million - $6.5 Million
64,463 Added 3.67%
1,821,949 $182 Million
Q4 2022

Feb 10, 2023
SELL
$94.17 - $99.69 $11,206 - $11,863
-119 Reduced 0.01%
1,757,486 $170 Million
Q4 2022

Jan 17, 2023
BUY
$94.17 - $99.69 $10.4 Million - $11 Million
110,009 Added 6.68%
1,757,605 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-98,772 Reduced 5.66%
1,647,596 $159 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-20,021 Reduced 1.13%
1,746,368 $178 Million
Q1 2022

May 13, 2022
BUY
N/A
378,292 Added 27.25%
1,766,389 $189 Million
Q4 2021

Feb 11, 2022
BUY
N/A
1,060,468 Added 323.68%
1,388,097 $158 Million
Q3 2021

Oct 26, 2021
SELL
N/A
-836,656 Reduced 71.86%
327,629 $37.6 Million
Q2 2021

Jul 27, 2021
BUY
N/A
61,343 Added 5.56%
1,164,285 $134 Million
Q1 2021

May 14, 2021
SELL
N/A
-17,469 Reduced 1.56%
1,102,942 $126 Million
Q4 2020

Feb 12, 2021
BUY
N/A
61,353 Added 5.79%
1,120,411 $132 Million
Q3 2020

Oct 23, 2020
BUY
N/A
115,946 Added 12.29%
1,059,058 $125 Million
Q2 2020

Aug 11, 2020
BUY
N/A
25,935 Added 2.83%
943,112 $111 Million
Q1 2020

May 11, 2020
BUY
N/A
36,904 Added 4.19%
917,177 $106 Million
Q4 2019

Feb 13, 2020
BUY
N/A
63,248 Added 7.74%
880,273 $98.9 Million
Q3 2019

Oct 22, 2019
BUY
N/A
120,810 Added 17.35%
817,025 $92.5 Million
Q2 2019

Jul 31, 2019
BUY
N/A
138,207 Added 24.77%
696,215 $77.5 Million
Q1 2019

May 13, 2019
BUY
N/A
277,396 Added 98.85%
558,008 $60.9 Million
Q4 2018

Feb 14, 2019
BUY
N/A
44,527 Added 18.86%
280,612 $29.9 Million
Q3 2018

Nov 14, 2018
BUY
N/A
7,632 Added 3.34%
236,085 $24.9 Million
Q2 2018

Aug 14, 2018
BUY
N/A
4,048 Added 1.8%
228,453 $24.3 Million
Q1 2018

May 14, 2018
SELL
N/A
-30,463 Reduced 11.95%
224,405 $24.1 Million
Q4 2017

Feb 13, 2018
BUY
N/A
20,255 Added 8.63%
254,868 $27.9 Million
Q3 2017

Nov 13, 2017
BUY
N/A
16,890 Added 7.76%
234,613 $25.7 Million
Q2 2017

Aug 09, 2017
BUY
N/A
217,723
217,723 $23.8 Million

Others Institutions Holding AGG

# of Institutions
1,919
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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