Sequoia Financial Advisors, LLC Ishares Inc Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Inc stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 5,359 shares of EPP stock, worth $273,309. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,359
Holding current value
$273,309
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$48.87 - $52.69 $261,894 - $282,365
5,359 New
5,359 $276,000
Q2 2025

Jul 25, 2025
SELL
$38.85 - $49.83 $19,813 - $25,413
-510 Reduced 8.7%
5,355 $264,000
Q4 2024

Aug 08, 2025
BUY
$43.59 - $49.13 $22,230 - $25,056
510 Added 9.52%
5,865 $256,000
Q4 2024

Feb 07, 2025
SELL
$43.59 - $49.13 $64,861 - $73,105
-1,488 Reduced 20.24%
5,865 $256,000
Q2 2024

Jul 15, 2024
BUY
$40.54 - $45.26 $79,053 - $88,257
1,950 Added 36.09%
7,353 $316,000
Q1 2024

Apr 30, 2024
BUY
$40.47 - $43.52 $218,659 - $235,138
5,403 New
5,403 $231,000

Others Institutions Holding EPP

# of Institutions
196
Shares Held
28.2M
Call Options Held
0
Put Options Held
4.8K
View Full List

About ISHARES INC

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