Position history for Sequoia Financial Advisors, LLC's holdings in ISHARES TR
Sequoia Financial Advisors, LLC holds 152,528 shares of AGG (ISHARES TR), worth $15.1M as of 2026-Q1. The position was decreased (-9.4% shares). AGG represents 0.1% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$15.1M
Current Shares
152,528
Total Value Change
-$6.7M
Total Shares Change
-72,162
Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP
Decreased |
| 152,528 |
-9.4% |
| $15.1M |
| 0.1% |
| $100.57 |
0 |
| 2025-Q4 | Increased | 168,392 | +7.5% | $16.8M | 0.1% | $99.80 | 30 |
| 2025-Q3 | Increased | 156,592 | +6.0% | $15.7M | 0.1% | $98.64 | 30 |
| 2025-Q2 | Decreased | 147,791 | -7.5% | $14.7M | 0.1% | $96.25 | 0 |
| 2025-Q1 | Decreased | 159,780 | -4.1% | $15.8M | 0.1% | $95.24 | 0 |
| 2024-Q4 | Decreased | 166,628 | -7.8% | $16.1M | 0.2% | $92.99 | 0 |
| 2024-Q3 | Decreased | 180,620 | -19.6% | $18.3M | 0.2% | $96.07 | 0 |
| 2024-Q2 | Decreased | 224,690 | -89.9% | $21.8M | 0.3% | $91.03 | 0 |