Sequoia Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 49,975 shares of IJJ stock, worth $5.96 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

49,975

Previous 33,780 47.94%

Holding current value

$5.96 Million

Previous $4.18 Million 49.56%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$121.89 - $135.52 $1.97 Million - $2.19 Million	16,195 Added 47.94%	49,975 $6.24 Million
Q3 2024 Oct 21, 2024	BUY	$111.9 - $124.28 $1.85 Million - $2.05 Million	16,512 Added 95.62%	33,780 $4.18 Million
Q2 2024 Jul 15, 2024	BUY	$109.44 - $118.4 $1.16 Million - $1.26 Million	10,634 Added 160.3%	17,268 $1.96 Million
Q1 2024 Apr 30, 2024	SELL	$109.27 - $118.29 $10,927 - $11,829	-100 Reduced 1.49%	6,634 $784,000
Q4 2023 Jan 25, 2024	BUY	$93.05 - $115.17 $106,170 - $131,408	1,141 Added 20.4%	6,734 $767,000
Q3 2023 Nov 08, 2023	BUY	$99.46 - $111.92 $298 - $335	3 Added 0.05%	5,593 $564,000
Q4 2022 Jan 17, 2023	BUY	$91.7 - $106.74 $27,510 - $32,022	300 Added 5.67%	5,590 $0
Q3 2022 Oct 26, 2022	SELL	$90.0 - $107.68 $22,680 - $27,135	-252 Reduced 4.55%	5,290 $476,000
Q4 2021 Feb 11, 2022	BUY	$103.36 - $113.35 $572,821 - $628,185	5,542 New	5,542 $613,000

Others Institutions Holding IJJ

# of Institutions

889

Shares Held

43M

Call Options Held

1.8K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

More about IJJ

Track This Portfolio

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.

Account

Sequoia Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History