Sequoia Financial Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 48,586 shares of SUSB stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

48,586

Previous 51,678 5.98%

Holding current value

$1.21 Million

Previous $1.28 Million 4.86%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$24.6 - $24.99 $76,063 - $77,269	-3,092 Reduced 5.98%	48,586 $1.21 Million
Q4 2024 Feb 07, 2025	SELL	$24.61 - $25.12 $312,596 - $319,074	-12,702 Reduced 19.73%	51,678 $1.28 Million
Q3 2024 Oct 21, 2024	BUY	$24.38 - $25.2 $6,753 - $6,980	277 Added 0.43%	64,380 $1.62 Million
Q2 2024 Jul 15, 2024	BUY	$24.19 - $24.51 $51,379 - $52,059	2,124 Added 3.43%	64,103 $1.57 Million
Q1 2024 Apr 30, 2024	BUY	$24.32 - $24.57 $291,621 - $294,618	11,991 Added 23.99%	61,979 $1.52 Million
Q4 2023 Jan 25, 2024	BUY	$23.56 - $24.48 $1.18 Million - $1.22 Million	49,988 New	49,988 $1.22 Million

Others Institutions Holding SUSB

# of Institutions

332

Shares Held

30.1M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES ESG AWARE 1

Ticker SUSB
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Sequoia Financial Advisors, LLC Ishares Tr Ishares Esg Aware 1 Transaction History