Sequoia Financial Advisors, LLC Ishares Tr Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 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 26,353 shares of SHV stock, worth $2.91 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
26,353
Previous 37,077 28.92%
Holding current value
$2.91 Million
Previous $4.1 Million 29.26%
% of portfolio
0.03%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$109.92 - $110.57 $1.18 Million - $1.19 Million
-10,724 Reduced 28.92%
26,353 $2.9 Million
Q3 2024

Oct 21, 2024
SELL
$110.05 - $110.63 $1.33 Million - $1.33 Million
-12,063 Reduced 24.55%
37,077 $4.1 Million
Q2 2024

Jul 15, 2024
SELL
$110.04 - $110.51 $582,001 - $584,487
-5,289 Reduced 9.72%
49,140 $5.43 Million
Q1 2024

Apr 30, 2024
SELL
$110.11 - $110.57 $7.03 Million - $7.06 Million
-63,836 Reduced 53.98%
54,429 $6.02 Million
Q4 2023

Jan 25, 2024
BUY
$109.86 - $110.59 $13 Million - $13.1 Million
118,265 New
118,265 $13 Million
Q4 2022

Jan 17, 2023
BUY
$109.74 - $110.1 $276,764 - $277,672
2,522 New
2,522 $0
Q1 2020

May 11, 2020
SELL
$110.45 - $111.07 $363,159 - $365,198
-3,288 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$110.39 - $110.72 $115,026 - $115,370
1,042 Added 46.39%
3,288 $363,000
Q1 2019

May 13, 2019
SELL
$110.31 - $110.57 $83,173 - $83,369
-754 Reduced 25.13%
2,246 $248,000
Q4 2018

Feb 14, 2019
SELL
$110.21 - $110.47 $147,681 - $148,029
-1,340 Reduced 30.88%
3,000 $331,000
Q3 2018

Nov 14, 2018
SELL
N/A
-877 Reduced 16.81%
4,340 $479,000
Q2 2018

Aug 14, 2018
BUY
N/A
37 Added 0.71%
5,217 $576,000
Q1 2018

May 14, 2018
BUY
N/A
5,180 New
5,180 $572,000

Others Institutions Holding SHV

# of Institutions
778
Shares Held
94.5M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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