Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 64,968 shares of GVI stock, worth $6.85 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

64,968

Previous 62,807 3.44%

Holding current value

$6.85 Million

Previous $6.73 Million 0.67%

% of portfolio

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$103.89 - $107.05 $224,506 - $231,335	2,161 Added 3.44%	64,968 $6.77 Million
Q3 2024 Oct 21, 2024	SELL	$103.17 - $107.43 $449,718 - $468,287	-4,359 Reduced 6.49%	62,807 $6.73 Million
Q2 2024 Jul 15, 2024	SELL	$102.13 - $104.03 $341,318 - $347,668	-3,342 Reduced 4.74%	67,166 $6.97 Million
Q1 2024 Apr 30, 2024	SELL	$103.31 - $105.01 $116,120 - $118,031	-1,124 Reduced 1.57%	70,508 $7.33 Million
Q4 2023 Jan 25, 2024	SELL	$100.06 - $104.91 $2.53 Million - $2.65 Million	-25,235 Reduced 26.05%	71,632 $7.5 Million
Q3 2023 Nov 08, 2023	SELL	$101.01 - $103.51 $31,616 - $32,398	-313 Reduced 0.32%	96,867 $9.82 Million
Q2 2023 Aug 08, 2023	BUY	$102.83 - $105.23 $9.99 Million - $10.2 Million	97,180 New	97,180 $10 Million

Others Institutions Holding GVI

# of Institutions

297

Shares Held

27.3M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker GVI
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Industry ETFs

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Sequoia Financial Advisors, LLC Ishares Tr Transaction History