Sequoia Financial Advisors, LLC Ishares Short Term National Mu Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 106,248 shares of SUB stock, worth $11.2 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

106,248

Previous 97,070 9.46%

Holding current value

$11.2 Million

Previous $10.3 Million 8.73%

% of portfolio

0.1%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$104.94 - $106.2 $963,139 - $974,703	9,178 Added 9.46%	106,248 $11.2 Million
Q3 2024 Oct 21, 2024	SELL	$104.3 - $106.3 $663,139 - $675,855	-6,358 Reduced 6.15%	97,070 $10.3 Million
Q2 2024 Jul 15, 2024	BUY	$104.04 - $104.8 $432,182 - $435,339	4,154 Added 4.18%	103,428 $10.8 Million
Q1 2024 Apr 30, 2024	BUY	$104.73 - $105.42 $105,777 - $106,474	1,010 Added 1.03%	99,274 $10.4 Million
Q4 2023 Jan 25, 2024	BUY	$102.62 - $105.46 $100,567 - $103,350	980 Added 1.01%	98,264 $10.4 Million
Q3 2023 Nov 08, 2023	SELL	$102.82 - $104.26 $505,360 - $512,437	-4,915 Reduced 4.81%	97,284 $10 Million
Q2 2023 Aug 08, 2023	BUY	$103.24 - $105.0 $10.6 Million - $10.7 Million	102,199 New	102,199 $10.6 Million
Q2 2022 Jul 22, 2022	BUY	$103.31 - $104.87 $228,521 - $231,972	2,212 New	2,212 $232,000
Q3 2021 Oct 26, 2021	SELL	$107.57 - $108.06 $200,295 - $201,207	-1,862 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$107.56 - $108.22 $7,421 - $7,467	-69 Reduced 3.57%	1,862 $201,000
Q3 2020 Oct 23, 2020	BUY	$107.69 - $108.53 $207,949 - $209,571	1,931 New	1,931 $209,000
Q1 2019 May 13, 2019	SELL	$105.27 - $106.06 $1.4 Million - $1.41 Million	-13,279 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$104.3 - $105.4 $1.38 Million - $1.4 Million	13,279 New	13,279 $1.4 Million

Others Institutions Holding SUB

# of Institutions

895

Shares Held

71.5M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Sequoia Financial Advisors, LLC Ishares Short Term National Mu Transaction History