Position history for Sequoia Financial Advisors, LLC's holdings in ISHARES TR
Sequoia Financial Advisors, LLC holds 964,982 shares of SGOV (ISHARES TR), worth $96.9M as of 2025-Q4. The position was decreased (-10.4% shares). SGOV represents 0.5% of Sequoia Financial Advisors, LLC's portfolio.
Current Value
$96.9M
Current Shares
964,982
Total Value Change
+$63.3M
Total Shares Change
+632,147
Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC
Decreased |
| 964,982 |
-10.4% |
| $96.9M |
| 0.5% |
| $100.06 |
0 |
| 2025-Q3 | Increased | 1.1M | +67.8% | $108.4M | 0.7% | $99.07 | 62 |
| 2025-Q2 | Decreased | 641,898 | -5.9% | $64.6M | 0.4% | $98.01 | 0 |
| 2025-Q1 | Increased | 682,448 | +42.3% | $68.7M | 0.5% | $96.99 | 56 |
| 2024-Q4 | Increased | 479,680 | +28.9% | $48.1M | 0.5% | $95.97 | 44 |
| 2024-Q3 | Increased | 372,150 | +11.8% | $37.5M | 0.4% | $94.86 | 39 |
| 2024-Q2 | Decreased | 332,835 | -20.0% | $33.5M | 0.4% | $93.60 | 0 |