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

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

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 31,692 shares of IJJ stock, worth $4.04 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

31,692

Holding current value

$4.04 Million

% of portfolio

0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$122.57 - $132.57 $3.88 Million - $4.2 Million	31,692 New	31,692 $4.11 Million
Q2 2025 Jul 25, 2025	SELL	$103.88 - $123.68 $328,676 - $391,323	-3,164 Reduced 9.09%	31,647 $3.91 Million
Q1 2025 Apr 23, 2025	SELL	$117.4 - $131.02 $1.78 Million - $1.99 Million	-15,164 Reduced 30.34%	34,811 $4.17 Million
Q4 2024 Aug 08, 2025	BUY	$121.89 - $135.52 $2.23 Million - $2.48 Million	18,328 Added 57.91%	49,975 $6.24 Million
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

919

Shares Held

41.8M

Call Options Held

4.8K

Put Options Held

2.7K

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About ISHARES S&P MIDCAP 400 VALUE E

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