SEQUOIA FINANCIAL ADVISORS, LLC – iShares ESG U.S. Aggregate Bond ETF Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$943,000
portfolio value
SEQUOIA FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.11%
quarter
iShares ESG U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.39% | 1.03K shares | 0 | $46.44 | 20.31K |
| Q2 2022 | share | Increase | +12.44% | 2.13K shares | 58K | $48.94 | 19.27K |
| Q1 2022 | share | Increase | +32.71% | 4.22K shares | 172K | $51.64 | 17.14K |
| Q4 2021 | share | Increase | 0.00% | 12.91K shares | 713K | $54.93 | 12.91K |
| Q3 2021 | share | Decrease | -100.00% | -7.68K shares | -425K | $54.98 | 0 |
| Q2 2021 | share | Increase | +6.96% | 500 shares | 32K | $55.03 | 7.68K |
| Q1 2021 | share | 0.00% | 0 shares | -13K | $54.28 | 7.18K | |
| Q4 2020 | share | Increase | +14.00% | 882 shares | 50K | $55.97 | 7.18K |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $55.61 | 6.29K | |
| Q2 2020 | share | Increase | 0.00% | 6.29K shares | 356K | $55.46 | 6.29K |