Sequoia Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 55,686 shares of IWM stock, worth $12.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

55,686

Previous 58,833 5.35%

Holding current value

$12.1 Million

Previous $13 Million 5.32%

% of portfolio

0.11%

Previous 0.15%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$216.13 - $242.4 $680,161 - $762,832	-3,147 Reduced 5.35%	55,686 $12.3 Million
Q3 2024 Oct 21, 2024	SELL	$200.87 - $224.6 $83,963 - $93,882	-418 Reduced 0.71%	58,833 $13 Million
Q2 2024 Jul 15, 2024	SELL	$192.84 - $209.44 $23,526 - $25,551	-122 Reduced 0.21%	59,251 $12 Million
Q1 2024 Apr 30, 2024	SELL	$189.48 - $210.3 $99,477 - $110,407	-525 Reduced 0.88%	59,373 $12.5 Million
Q4 2023 Jan 25, 2024	BUY	$162.21 - $204.82 $770,497 - $972,895	4,750 Added 8.61%	59,898 $12 Million
Q3 2023 Nov 08, 2023	SELL	$174.36 - $198.71 $355,520 - $405,169	-2,039 Reduced 3.57%	55,148 $9.75 Million
Q2 2023 Aug 08, 2023	SELL	$170.4 - $187.93 $339,607 - $374,544	-1,993 Reduced 3.37%	57,187 $10.7 Million
Q1 2023 Apr 24, 2023	SELL	$170.25 - $198.32 $427,668 - $498,179	-2,512 Reduced 4.07%	59,180 $10.6 Million
Q4 2022 Feb 10, 2023	BUY	$166.81 - $188.05 $500 - $564	3 Added 0.0%	61,692 $10.8 Million
Q4 2022 Jan 17, 2023	SELL	$166.81 - $188.05 $1.47 Million - $1.66 Million	-8,820 Reduced 12.51%	61,689 $0
Q3 2022 Oct 26, 2022	SELL	$164.17 - $201.07 $3.47 Million - $4.25 Million	-21,123 Reduced 23.05%	70,509 $11.6 Million
Q2 2022 Jul 22, 2022	SELL	$163.9 - $207.91 $36.3 Million - $46 Million	-221,369 Reduced 70.72%	91,632 $15.5 Million
Q1 2022 May 13, 2022	BUY	$191.52 - $225.32 $16.4 Million - $19.3 Million	85,514 Added 37.59%	313,001 $64.3 Million
Q4 2021 Feb 11, 2022	BUY	$212.12 - $242.56 $30.1 Million - $34.4 Million	141,953 Added 165.96%	227,487 $50.6 Million
Q3 2021 Oct 26, 2021	SELL	$211.73 - $231.39 $25.1 Million - $27.4 Million	-118,514 Reduced 58.08%	85,534 $18.7 Million
Q2 2021 Jul 27, 2021	BUY	$211.85 - $232.89 $3.67 Million - $4.04 Million	17,344 Added 9.29%	204,048 $46.8 Million
Q1 2021 May 14, 2021	SELL	$193.5 - $234.42 $1.13 Million - $1.37 Million	-5,828 Reduced 3.03%	186,704 $41.3 Million
Q4 2020 Feb 12, 2021	BUY	$152.18 - $199.14 $1.33 Million - $1.75 Million	8,767 Added 4.77%	192,532 $37.7 Million
Q3 2020 Oct 23, 2020	BUY	$139.07 - $158.46 $1.48 Million - $1.69 Million	10,634 Added 6.14%	183,765 $27.5 Million
Q2 2020 Aug 25, 2020	BUY	$104.62 - $153.09 $18.1 Million - $26.5 Million	173,131 New	173,131 $24.8 Million
Q2 2020 Aug 11, 2020	SELL	$104.62 - $153.09 $3.79 Million - $5.55 Million	-36,234 Closed	0 $24.8 Million
Q1 2020 May 11, 2020	BUY	$99.9 - $169.53 $391,308 - $664,049	3,917 Added 12.12%	36,234 $4.15 Million
Q4 2019 Feb 13, 2020	BUY	$146.46 - $166.68 $132,546 - $150,845	905 Added 2.88%	32,317 $5.35 Million
Q3 2019 Oct 22, 2019	SELL	$144.85 - $157.9 $3,766 - $4,105	-26 Reduced 0.08%	31,412 $4.75 Million
Q2 2019 Jul 31, 2019	BUY	$145.86 - $160.71 $34,568 - $38,088	237 Added 0.76%	31,438 $4.89 Million
Q1 2019 May 13, 2019	SELL	$132.25 - $158.24 $180,653 - $216,155	-1,366 Reduced 4.19%	31,201 $4.78 Million
Q4 2018 Feb 14, 2019	SELL	$125.88 - $166.33 $693,598 - $916,478	-5,510 Reduced 14.47%	32,567 $4.36 Million
Q3 2018 Nov 14, 2018	BUY	$164.2 - $173.02 $576,342 - $607,300	3,510 Added 10.15%	38,077 $6.42 Million
Q2 2018 Aug 14, 2018	BUY	$148.13 - $169.97 $601,852 - $690,588	4,063 Added 13.32%	34,567 $5.66 Million
Q1 2018 May 14, 2018	BUY	$145.44 - $159.96 $702,620 - $772,766	4,831 Added 18.82%	30,504 $4.63 Million
Q4 2017 Feb 13, 2018	BUY	$145.63 - $154.3 $235,192 - $249,194	1,615 Added 6.71%	25,673 $3.91 Million
Q3 2017 Nov 13, 2017	SELL	$144.61 - $148.18 $914,658 - $937,238	-6,325 Reduced 20.82%	24,058 $3.57 Million
Q2 2017 Aug 09, 2017	BUY	N/A	30,383	30,383 $4.28 Million

Others Institutions Holding IWM

# of Institutions

2,930

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History