Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 1,705 shares of IYM stock, worth $246,918. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,705
Holding current value
$246,918
% of portfolio
0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$138.95 - $150.69 $236,909 - $256,926
1,705 New
1,705 $252,000
Q2 2025

Jul 25, 2025
SELL
$116.16 - $140.01 $42,398 - $51,103
-365 Reduced 17.63%
1,705 $238,000
Q1 2025

Apr 23, 2025
BUY
$128.53 - $142.03 $266,057 - $294,002
2,070 New
2,070 $279,000

Others Institutions Holding IYM

# of Institutions
213
Shares Held
2.09M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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