Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 5,272 shares of ICF stock, worth $324,386. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,272

Holding current value

$324,386

% of portfolio

0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$59.57 - $62.89 $314,053 - $331,556	5,272 New	5,272 $324,000
Q2 2025 Jul 25, 2025	SELL	$54.56 - $62.47 $13,858 - $15,867	-254 Reduced 4.39%	5,532 $338,000
Q1 2025 Apr 23, 2025	BUY	$57.98 - $63.8 $14,726 - $16,205	254 Added 4.59%	5,786 $356,000
Q3 2024 Oct 21, 2024	BUY	$56.77 - $67.33 $14,760 - $17,505	260 Added 4.93%	5,532 $364,000
Q4 2022 Jan 17, 2023	BUY	$50.15 - $58.03 $264,390 - $305,934	5,272 New	5,272 $0
Q2 2022 Jul 22, 2022	SELL	$57.32 - $74.48 $302,191 - $392,658	-5,272 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$49.12 - $55.49 $129,480 - $146,271	2,636 Added 100.0%	5,272 $284,000
Q2 2020 Aug 25, 2020	BUY	$42.79 - $55.37 $112,794 - $145,955	2,636 New	2,636 $266,000
Q2 2020 Aug 11, 2020	SELL	$42.79 - $55.37 $112,794 - $145,955	-2,636 Closed	0 $266,000
Q4 2019 Feb 13, 2020	SELL	$56.25 - $61.04 $78,525 - $85,211	-1,396 Reduced 34.62%	2,636 $308,000
Q1 2019 May 13, 2019	BUY	$46.65 - $55.74 $65,123 - $77,813	1,396 Added 52.96%	4,032 $448,000
Q1 2018 May 14, 2018	SELL	$44.28 - $50.38 $4,560 - $5,189	-103 Reduced 3.76%	2,636 $246,000
Q4 2017 Feb 13, 2018	BUY	$49.45 - $52.01 $5,093 - $5,357	103 Added 3.91%	2,739 $278,000
Q2 2017 Aug 09, 2017	BUY	N/A	2,636	2,636 $267,000

Others Institutions Holding ICF

# of Institutions

393

Shares Held

22.2M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker ICF
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Ishares Tr Transaction History