Sequoia Financial Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 37,626 shares of LQD stock, worth $4.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
37,626
Holding current value
$4.15 Million
% of portfolio
0.03%

Shares

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

Oct 28, 2025
BUY
$107.66 - $112.36 $4.05 Million - $4.23 Million
37,626 New
37,626 $4.19 Million
Q2 2025

Jul 25, 2025
SELL
$105.23 - $109.61 $441,229 - $459,594
-4,193 Reduced 10.6%
35,358 $3.88 Million
Q1 2025

Apr 23, 2025
BUY
$105.1 - $109.61 $3.88 Million - $4.05 Million
36,946 Added 1418.27%
39,551 $4.3 Million
Q4 2024

Aug 08, 2025
SELL
$106.56 - $113.11 $3.49 Million - $3.7 Million
-32,753 Reduced 92.63%
2,605 $278,000
Q4 2024

Feb 07, 2025
BUY
$106.56 - $113.11 $14,811 - $15,722
139 Added 5.64%
2,605 $278,000
Q3 2024

Oct 21, 2024
SELL
$106.11 - $113.72 $119,585 - $128,162
-1,127 Reduced 31.37%
2,466 $278,000
Q2 2024

Jul 15, 2024
SELL
$104.54 - $108.46 $1.18 Million - $1.23 Million
-11,297 Reduced 75.87%
3,593 $384,000
Q1 2024

Apr 30, 2024
SELL
$106.98 - $110.63 $100,454 - $103,881
-939 Reduced 5.93%
14,890 $1.62 Million
Q4 2023

Jan 25, 2024
BUY
$98.28 - $111.36 $30,663 - $34,744
312 Added 2.01%
15,829 $1.75 Million
Q3 2023

Nov 08, 2023
SELL
$102.02 - $108.51 $296,368 - $315,221
-2,905 Reduced 15.77%
15,517 $1.58 Million
Q2 2023

Aug 08, 2023
SELL
$106.02 - $110.43 $145,671 - $151,730
-1,374 Reduced 6.94%
18,422 $1.99 Million
Q1 2023

Apr 24, 2023
SELL
$104.89 - $111.81 $210,724 - $224,626
-2,009 Reduced 9.21%
19,796 $2.17 Million
Q4 2022

Jan 17, 2023
SELL
$99.2 - $110.03 $456,518 - $506,358
-4,602 Reduced 17.43%
21,805 $0
Q3 2022

Oct 26, 2022
SELL
$101.44 - $114.61 $246,093 - $278,043
-2,426 Reduced 8.41%
26,407 $2.71 Million
Q2 2022

Jul 22, 2022
SELL
$107.41 - $121.51 $341,886 - $386,766
-3,183 Reduced 9.94%
28,833 $3.17 Million
Q1 2022

May 13, 2022
SELL
$118.44 - $131.22 $1.36 Million - $1.51 Million
-11,505 Reduced 26.44%
32,016 $3.87 Million
Q4 2021

Feb 11, 2022
BUY
$130.98 - $134.88 $4.58 Million - $4.71 Million
34,941 Added 407.24%
43,521 $5.77 Million
Q3 2021

Oct 26, 2021
SELL
$133.03 - $136.33 $3.76 Million - $3.85 Million
-28,274 Reduced 76.72%
8,580 $1.14 Million
Q2 2021

Jul 27, 2021
SELL
$129.85 - $134.36 $67,132 - $69,464
-517 Reduced 1.38%
36,854 $4.95 Million
Q1 2021

May 14, 2021
BUY
$128.44 - $137.43 $331,118 - $354,294
2,578 Added 7.41%
37,371 $4.86 Million
Q4 2020

Feb 12, 2021
SELL
$133.73 - $138.48 $41,723 - $43,205
-312 Reduced 0.89%
34,793 $4.81 Million
Q3 2020

Oct 23, 2020
SELL
$134.22 - $139.15 $62,278 - $64,565
-464 Reduced 1.3%
35,105 $4.73 Million
Q2 2020

Aug 25, 2020
BUY
$121.1 - $134.5 $4.31 Million - $4.78 Million
35,569 New
35,569 $4.78 Million
Q2 2020

Aug 11, 2020
SELL
$121.1 - $134.5 $3.82 Million - $4.24 Million
-31,555 Closed
0 $4.78 Million
Q1 2020

May 11, 2020
BUY
$105.05 - $134.27 $349,606 - $446,850
3,328 Added 11.79%
31,555 $3.9 Million
Q4 2019

Feb 13, 2020
BUY
$125.71 - $128.49 $354,879 - $362,727
2,823 Added 11.11%
28,227 $3.61 Million
Q3 2019

Oct 22, 2019
BUY
$122.95 - $129.1 $309,956 - $325,461
2,521 Added 11.02%
25,404 $3.24 Million
Q2 2019

Jul 31, 2019
BUY
$118.17 - $124.37 $895,137 - $942,102
7,575 Added 49.48%
22,883 $2.85 Million
Q1 2019

May 13, 2019
SELL
$113.15 - $119.15 $1.08 Million - $1.14 Million
-9,558 Reduced 38.44%
15,308 $1.82 Million
Q4 2018

Feb 14, 2019
SELL
$111.35 - $114.52 $238,734 - $245,530
-2,144 Reduced 7.94%
24,866 $2.81 Million
Q3 2018

Nov 14, 2018
SELL
$114.24 - $116.27 $2.85 Million - $2.9 Million
-24,939 Reduced 48.01%
27,010 $3.1 Million
Q2 2018

Aug 14, 2018
BUY
$113.81 - $117.24 $61,685 - $63,544
542 Added 1.05%
51,949 $5.95 Million
Q1 2018

May 14, 2018
BUY
$115.72 - $120.97 $867,205 - $906,549
7,494 Added 17.07%
51,407 $6.04 Million
Q4 2017

Feb 13, 2018
SELL
$119.89 - $121.79 $103,704 - $105,348
-865 Reduced 1.93%
43,913 $5.34 Million
Q3 2017

Nov 13, 2017
BUY
$120.62 - $121.61 $363,669 - $366,654
3,015 Added 7.22%
44,778 $5.43 Million
Q2 2017

Aug 09, 2017
BUY
N/A
41,763
41,763 $5.03 Million

Others Institutions Holding LQD

# of Institutions
1,260
Shares Held
279M
Call Options Held
32.1M
Put Options Held
61.9M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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