Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 21,975 shares of IYR stock, worth $2.05 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,975

Previous 21,975 -0.0%

Holding current value

$2.05 Million

Previous $1.93 Million 16.08%

% of portfolio

0.03%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$81.6 - $89.23 $95,635 - $104,577	-1,172 Reduced 5.06%	21,975 $1.93 Million
Q1 2024 Apr 30, 2024	SELL	$85.32 - $92.22 $136,767 - $147,828	-1,603 Reduced 6.48%	23,147 $2.08 Million
Q4 2023 Jan 25, 2024	SELL	$73.28 - $92.46 $105,816 - $133,512	-1,444 Reduced 5.51%	24,750 $2.26 Million
Q2 2023 Aug 08, 2023	BUY	$80.51 - $86.54 $2.11 Million - $2.27 Million	26,194 New	26,194 $2.27 Million
Q2 2020 Aug 11, 2020	SELL	$64.24 - $86.82 $521,757 - $705,152	-8,122 Closed	0 $0
Q1 2020 May 11, 2020	SELL	$57.84 - $100.28 $3,586 - $6,217	-62 Reduced 0.76%	8,122 $565,000
Q4 2019 Feb 13, 2020	SELL	$89.52 - $95.36 $8,772 - $9,345	-98 Reduced 1.18%	8,184 $762,000
Q3 2019 Oct 22, 2019	BUY	$91.54 - $93.76 $70,943 - $72,664	775 Added 10.32%	8,282 $775,000
Q2 2019 Jul 31, 2019	SELL	N/A	-3,277 Reduced 30.39%	7,507 $655,000
Q1 2019 May 13, 2019	BUY	N/A	1,907 Added 21.48%	10,784 $939,000
Q4 2018 Feb 14, 2019	SELL	N/A	-202 Reduced 2.22%	8,877 $665,000
Q3 2018 Nov 14, 2018	BUY	N/A	615 Added 7.27%	9,079 $726,000
Q2 2018 Aug 14, 2018	BUY	N/A	52 Added 0.62%	8,464 $682,000
Q1 2018 May 14, 2018	BUY	N/A	162 Added 1.96%	8,412 $635,000
Q4 2017 Feb 13, 2018	BUY	N/A	14 Added 0.17%	8,250 $668,000
Q3 2017 Nov 13, 2017	BUY	N/A	504 Added 6.52%	8,236 $658,000
Q2 2017 Aug 09, 2017	BUY	N/A	7,732	7,732 $617,000

Others Institutions Holding IYR

# of Institutions

598

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Sequoia Financial Advisors, LLC Ishares Tr Transaction History