Sequoia Financial Advisors, LLC Ishares Trust Ishares Pfd And Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 440,917 shares of PFF stock, worth $14 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

440,917

Previous 71,405 517.49%

Holding current value

$14 Million

Previous $2.37 Million 484.4%

% of portfolio

0.12%

Previous 0.03%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$31.23 - $33.51 $11.5 Million - $12.4 Million	369,512 Added 517.49%	440,917 $13.9 Million
Q3 2024 Oct 21, 2024	BUY	$31.18 - $33.5 $243,827 - $261,970	7,820 Added 12.3%	71,405 $2.37 Million
Q2 2024 Jul 15, 2024	SELL	$30.65 - $32.13 $153,863 - $161,292	-5,020 Reduced 7.32%	63,585 $2.01 Million
Q1 2024 Apr 30, 2024	BUY	$31.12 - $32.54 $147,353 - $154,076	4,735 Added 7.41%	68,605 $2.21 Million
Q4 2023 Jan 25, 2024	BUY	$28.34 - $31.4 $191,720 - $212,421	6,765 Added 11.85%	63,870 $1.99 Million
Q3 2023 Nov 08, 2023	BUY	$29.99 - $31.22 $187,587 - $195,281	6,255 Added 12.3%	57,105 $1.72 Million
Q2 2023 Aug 08, 2023	BUY	$29.33 - $31.46 $806,076 - $864,615	27,483 Added 117.61%	50,850 $1.57 Million
Q1 2023 Apr 24, 2023	BUY	$29.86 - $33.81 $133,713 - $151,401	4,478 Added 23.71%	23,367 $729,000
Q4 2022 Jan 17, 2023	BUY	$29.96 - $32.28 $328,511 - $353,950	10,965 Added 138.38%	18,889 $0
Q3 2022 Oct 26, 2022	SELL	$31.4 - $35.35 $51,747 - $58,256	-1,648 Reduced 17.22%	7,924 $251,000
Q2 2022 Jul 22, 2022	SELL	$32.02 - $36.26 $39,992 - $45,288	-1,249 Reduced 11.54%	9,572 $315,000
Q1 2022 May 13, 2022	SELL	$34.86 - $39.14 $131,561 - $147,714	-3,774 Reduced 25.86%	10,821 $394,000
Q4 2021 Feb 11, 2022	BUY	$38.29 - $39.43 $182,873 - $188,317	4,776 Added 48.64%	14,595 $575,000
Q3 2021 Oct 26, 2021	SELL	$38.55 - $39.48 $37,663 - $38,571	-977 Reduced 9.05%	9,819 $381,000
Q2 2021 Jul 27, 2021	BUY	$37.96 - $39.34 $77,248 - $80,056	2,035 Added 23.23%	10,796 $425,000
Q1 2021 May 14, 2021	SELL	$37.15 - $38.46 $10,216 - $10,576	-275 Reduced 3.04%	8,761 $336,000
Q4 2020 Feb 12, 2021	BUY	$36.13 - $38.51 $15,030 - $16,020	416 Added 4.83%	9,036 $348,000
Q3 2020 Oct 23, 2020	SELL	$34.54 - $36.7 $3,177 - $3,376	-92 Reduced 1.06%	8,620 $314,000
Q2 2020 Aug 25, 2020	BUY	$30.01 - $35.86 $261,447 - $312,412	8,712 New	8,712 $302,000
Q2 2020 Aug 11, 2020	SELL	$30.01 - $35.86 $329,539 - $393,778	-10,981 Closed	0 $302,000
Q1 2020 May 11, 2020	BUY	$25.12 - $38.29 $52,777 - $80,447	2,101 Added 23.66%	10,981 $350,000
Q4 2019 Feb 13, 2020	SELL	$36.77 - $37.68 $20,922 - $21,439	-569 Reduced 6.02%	8,880 $334,000
Q3 2019 Oct 22, 2019	SELL	$36.77 - $37.53 $27,871 - $28,447	-758 Reduced 7.43%	9,449 $355,000
Q2 2019 Jul 31, 2019	SELL	$36.27 - $37.09 $91,472 - $93,540	-2,522 Reduced 19.81%	10,207 $376,000
Q1 2019 May 13, 2019	SELL	$34.55 - $36.63 $432,946 - $459,010	-12,531 Reduced 49.61%	12,729 $465,000
Q4 2018 Feb 14, 2019	SELL	$33.41 - $36.68 $27,930 - $30,664	-836 Reduced 3.2%	25,260 $865,000
Q3 2018 Nov 14, 2018	SELL	$37.02 - $38.0 $18,250 - $18,734	-493 Reduced 1.85%	26,096 $969,000
Q2 2018 Aug 14, 2018	BUY	$36.91 - $37.71 $38,349 - $39,180	1,039 Added 4.07%	26,589 $1 Million
Q1 2018 May 14, 2018	BUY	$36.79 - $38.19 $92,416 - $95,933	2,512 Added 10.9%	25,550 $960,000
Q4 2017 Feb 13, 2018	SELL	$38.07 - $38.65 $76,863 - $78,034	-2,019 Reduced 8.06%	23,038 $877,000
Q3 2017 Nov 13, 2017	BUY	$38.8 - $38.86 $242,655 - $243,030	6,254 Added 33.26%	25,057 $972,000
Q2 2017 Aug 09, 2017	BUY	N/A	18,803	18,803 $737,000

Others Institutions Holding PFF

# of Institutions

1,155

Shares Held

198M

Call Options Held

255K

Put Options Held

1.06M

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About ISHARES TRUST ISHARES PFD AND

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Sequoia Financial Advisors, LLC Ishares Trust Ishares Pfd And Transaction History