Sequoia Financial Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 42,954 shares of ESML stock, worth $1.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

42,954

Holding current value

$1.9 Million

% of portfolio

0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$41.34 - $45.65 $1.78 Million - $1.96 Million	42,954 New	42,954 $1.94 Million
Q2 2025 Jul 25, 2025	SELL	$33.46 - $41.33 $10,038 - $12,399	-300 Reduced 2.87%	10,147 $419,000
Q1 2025 Apr 23, 2025	BUY	$37.84 - $44.02 $3,784 - $4,402	100 Added 0.97%	10,447 $401,000
Q4 2024 Aug 08, 2025	BUY	$41.09 - $45.94 $8,218 - $9,188	200 Added 1.97%	10,347 $435,000
Q4 2024 Feb 07, 2025	BUY	$41.09 - $45.94 $24,243 - $27,104	590 Added 6.05%	10,347 $435,000

Q3 2024 Oct 21, 2024	SELL	$38.03 - $42.06 $10,648 - $11,776	-280 Reduced 2.79%	9,757 $408,000
Q2 2024 Jul 15, 2024	SELL	$36.99 - $39.96 $31,256 - $33,766	-845 Reduced 7.77%	10,037 $386,000
Q1 2024 Apr 30, 2024	SELL	$36.33 - $40.27 $1,416 - $1,570	-39 Reduced 0.36%	10,882 $438,000
Q4 2023 Jan 25, 2024	BUY	$30.96 - $38.59 $338,114 - $421,441	10,921 New	10,921 $415,000

Others Institutions Holding ESML

# of Institutions

448

Shares Held

32.8M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

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Sequoia Financial Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History