Sequoia Financial Advisors, LLC Ishares Inc Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Inc stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 5,865 shares of EPP stock, worth $264,922. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,865
Previous 7,353 20.24%
Holding current value
$264,922
Previous $359,000 28.69%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
203
Shares Held
32.4M
Call Options Held
10.8K
Put Options Held
15.8K
View Full List

About ISHARES INC

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