SEQUOIA FINANCIAL ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$4.68M
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.54% | -3.63K shares | -971K | $219.26 | 21.34K |
| Q2 2022 | share | Decrease | -8.04% | -2.18K shares | -1.63M | $226.23 | 24.97K |
| Q1 2022 | share | Increase | +21.82% | 4.86K shares | 978K | $268.34 | 27.15K |
| Q4 2021 | share | Increase | +146.66% | 13.25K shares | 3.93M | $282.78 | 22.29K |
| Q3 2021 | share | Decrease | -56.79% | -11.87K shares | -3.24M | $263.07 | 9.03K |
| Q2 2021 | share | Increase | +12.77% | 2.36K shares | 792K | $267.76 | 20.91K |
| Q1 2021 | share | Increase | +6.99% | 1.21K shares | 844K | $258.63 | 18.54K |
| Q4 2020 | share | Increase | +0.88% | 152 shares | 800K | $227.78 | 17.33K |
| Q3 2020 | share | Increase | +0.99% | 169 shares | 158K | $183.12 | 17.18K |
| Q2 2020 | share | Increase | +0.65% | 110 shares | 594K | $174.9 | 17.01K |
| Q1 2020 | share | Increase | +5.41% | 867 shares | -869K | $140.98 | 16.90K |
| Q4 2019 | share | Increase | +14.98% | 2.09K shares | 606K | $200.54 | 16.03K |
| Q3 2019 | share | Decrease | -6.85% | -1.02K shares | -214K | $187.44 | 13.94K |
| Q2 2019 | share | Increase | +14.62% | 1.91K shares | 435K | $187.6 | 14.97K |
| Q1 2019 | share | Increase | +9.29% | 1.11K shares | 489K | $182.06 | 13.06K |
| Q4 2018 | share | Increase | +1.04% | 123 shares | -396K | $159.03 | 11.95K |
| Q3 2018 | share | Decrease | -0.63% | -75 shares | 62K | $192.24 | 11.83K |
| Q2 2018 | share | Decrease | -0.50% | -60 shares | 75K | $185.25 | 11.90K |
| Q1 2018 | share | Increase | +5.39% | 612 shares | 89K | $177.62 | 11.96K |
| Q4 2017 | share | Increase | +1.21% | 136 shares | 148K | $179.04 | 11.35K |
| Q3 2017 | share | Decrease | -3.40% | -395 shares | -13K | $168.34 | 11.21K |
| Q2 2017 | share | Increase | +7.86% | 846 shares | 177K | $163.1 | 11.61K |
| Q1 2017 | share | Decrease | -2.86% | -317 shares | 11K | $159.98 | 10.76K |
| Q4 2016 | share | Increase | +11.84% | 1.17K shares | 299K | $154 | 11.08K |
| Q3 2016 | share | Decrease | -19.85% | -2.45K shares | -314K | $143.42 | 9.91K |
| Q2 2016 | share | Decrease | -5.37% | -702 shares | -37K | $137.85 | 12.36K |
| Q1 2016 | share | Increase | +78.96% | 5.76K shares | 867K | $132.51 | 13.06K |