SEQUOIA FINANCIAL ADVISORS, LLC – iShares S&P 500 Growth ETF Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$9.02M
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.31% | -5.34K shares | -712K | $57.85 | 156.02K |
| Q2 2022 | share | Increase | +0.16% | 250 shares | -2.56M | $60.35 | 161.36K |
| Q1 2022 | share | Increase | +3.18% | 4.96K shares | -759K | $76.38 | 161.11K |
| Q4 2021 | share | Increase | +2073.55% | 148.96K shares | 12.53M | $84.16 | 156.14K |
| Q3 2021 | share | Decrease | -95.85% | -166.04K shares | -12.06M | $73.91 | 7.18K |
| Q2 2021 | share | Increase | +252.88% | 124.14K shares | 9.40M | $72.62 | 173.23K |
| Q1 2021 | share | Decrease | -0.37% | -181 shares | 51K | $64.94 | 49.09K |
| Q4 2020 | share | Decrease | -0.36% | -176 shares | 288K | $63.55 | 49.27K |
| Q3 2020 | share | Increase | +13.25% | 5.78K shares | 592K | $57.4 | 49.44K |
| Q2 2020 | share | Increase | +0.15% | 64 shares | 466K | $51.41 | 43.66K |
| Q1 2020 | share | Decrease | -0.47% | -208 shares | -322K | $40.8 | 43.6K |
| Q4 2019 | share | Decrease | -2.58% | -1.16K shares | 97K | $47.72 | 43.80K |
| Q3 2019 | share | Increase | +3.21% | 1.4K shares | 72K | $44.09 | 44.96K |
| Q2 2019 | share | Decrease | -0.35% | -152 shares | 68K | $43.74 | 43.56K |
| Q1 2019 | share | 0.00% | 0 shares | 237K | $41.89 | 43.72K | |
| Q4 2018 | share | Decrease | -0.94% | -416 shares | -308K | $36.49 | 43.72K |
| Q3 2018 | share | Decrease | -1.75% | -784 shares | 129K | $42.77 | 44.13K |
| Q2 2018 | share | Decrease | -1.07% | -488 shares | 66K | $39.15 | 44.92K |
| Q1 2018 | share | Decrease | -6.87% | -3.34K shares | -102K | $37.22 | 45.40K |
| Q4 2017 | share | Decrease | -6.50% | -3.39K shares | -8K | $36.56 | 48.75K |
| Q3 2017 | share | Increase | +128.84% | 29.36K shares | 1.09M | $34.2 | 52.14K |
| Q2 2017 | share | Increase | +39.43% | 6.44K shares | 243K | $32.52 | 22.78K |
| Q1 2017 | share | Decrease | -14.07% | -2.67K shares | -42K | $31.14 | 16.34K |
| Q4 2016 | share | Increase | +4.32% | 788 shares | 24K | $28.74 | 19.02K |
| Q3 2016 | share | Decrease | -71.48% | -45.68K shares | -1.30M | $28.59 | 18.23K |
| Q2 2016 | share | Increase | +157.44% | 39.08K shares | 1.14M | $27.3 | 63.91K |
| Q1 2016 | share | Decrease | -20.10% | -6.24K shares | -180K | $27.03 | 24.82K |