Sequoia Financial Advisors, LLC Ishares Russell 3000 ETF Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 2,231 shares of IWV stock, worth $764,742. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,231
Previous 2,254 1.02%
Holding current value
$764,742
Previous $695,000 4.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024
SELL
$294.75 - $326.73 $6,779 - $7,514
-23 Reduced 1.02%
2,231 $728,000
Q2 2024

Jul 15, 2024
BUY
$283.16 - $309.9 $12,742 - $13,945
45 Added 2.04%
2,254 $695,000
Q1 2024

Apr 30, 2024
BUY
$268.36 - $300.08 $9,392 - $10,502
35 Added 1.61%
2,209 $662,000
Q4 2023

Jan 25, 2024
BUY
$234.36 - $274.87 $37,966 - $44,528
162 Added 8.05%
2,174 $595,000
Q2 2023

Aug 08, 2023
BUY
$231.57 - $254.48 $465,918 - $512,013
2,012 New
2,012 $512,000
Q2 2022

Jul 22, 2022
SELL
$210.65 - $265.31 $176,314 - $222,064
-837 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$242.02 - $279.09 $202,570 - $233,598
837 New
837 $219,000

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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