Sequoia Financial Advisors, LLC Ishares Expanded Tech Software Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,193 shares of IGV stock, worth $331,593. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,193
Previous 2,338 36.57%
Holding current value
$331,593
Previous $203,000 40.39%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$77.94 - $89.37 $66,638 - $76,411
855 Added 36.57%
3,193 $285,000
Q2 2024

Jul 15, 2024
BUY
$77.36 - $86.9 $180,867 - $203,172
2,338 New
2,338 $203,000
Q4 2023

Jan 25, 2024
BUY
$329.19 - $408.79 $162,949 - $202,351
495 New
495 $200,000
Q1 2023

Apr 24, 2023
SELL
$249.85 - $304.7 $22,986 - $28,032
-92 Reduced 10.66%
771 $234,000
Q4 2022

Jan 17, 2023
BUY
$48.41 - $274.91 $41,777 - $237,247
863 New
863 $0
Q1 2022

May 13, 2022
SELL
$302.28 - $393.09 $313,464 - $407,634
-1,037 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$384.52 - $446.52 $398,747 - $463,041
1,037 New
1,037 $412,000
Q3 2021

Oct 26, 2021
SELL
$386.87 - $428.17 $365,205 - $404,192
-944 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$333.59 - $395.13 $314,908 - $373,002
944 New
944 $368,000
Q2 2020

Aug 11, 2020
SELL
$197.94 - $284.25 $231,589 - $332,572
-1,170 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$205.25 - $235.04 $9,236 - $10,576
45 Added 4.0%
1,170 $273,000
Q1 2019

May 13, 2019
BUY
$167.19 - $214.66 $188,088 - $241,492
1,125 New
1,125 $237,000
Q4 2018

Feb 14, 2019
SELL
$159.19 - $204.44 $263,459 - $338,348
-1,655 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$165.85 - $193.0 $274,481 - $319,415
1,655 New
1,655 $302,000

Others Institutions Holding IGV

# of Institutions
577
Shares Held
51.1M
Call Options Held
1.14M
Put Options Held
1.7M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

IGV Quotes by TradingView
  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email