SEQUOIA FINANCIAL ADVISORS, LLC – iShares ESG Aware MSCI USA ETF Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$985,000
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.08% | 1.53K shares | 73K | $79.41 | 12.39K |
| Q2 2022 | share | Increase | +7.98% | 803 shares | -108K | $83.9 | 10.86K |
| Q1 2022 | share | Increase | +6.83% | 643 shares | 4K | $101.35 | 10.06K |
| Q4 2021 | share | Increase | 0.00% | 9.42K shares | 1.01M | $108.23 | 9.42K |
| Q3 2021 | share | Decrease | -100.00% | -4.62K shares | -456K | $98.46 | 0 |
| Q2 2021 | share | Increase | +7.63% | 328 shares | 65K | $98.16 | 4.62K |
| Q1 2021 | share | Increase | +51.52% | 1.46K shares | 147K | $90.36 | 4.3K |
| Q4 2020 | share | Increase | 0.00% | 2.83K shares | 244K | $85.28 | 2.83K |