News + Filings Holdings
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Sequoia Financial Advisors, LLC
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 80,593 | -12,705 | 35,921,137,000 | 75,042,000 | $445,710.38 |
| 12/31/2022 | iSHARES TRUST | IVV | 93,298 | 13,238 | 35,846,095,000 | 35,815,735,000 | $384,210.75 |
| 06/30/2022 | iSHARES TRUST | IVV | 80,060 | -12,224 | 30,360,000 | -11,508,000 | $379.22 |
| 03/31/2022 | iSHARES TRUST | IVV | 92,284 | 15,299 | 41,868,000 | 5,147,000 | $453.69 |
| 12/31/2021 | iSHARES TRUST | IVV | 76,985 | 62,890 | 36,721,000 | 30,649,000 | $476.99 |
| 09/30/2021 | iSHARES TRUST | IVV | 14,095 | -15,828 | 6,072,000 | -6,792,000 | $430.79 |
| 06/30/2021 | iSHARES TRUST | IVV | 29,923 | 5,250 | 12,864,000 | 3,048,000 | $429.90 |
| 03/31/2021 | iSHARES TRUST | IVV | 24,673 | 491 | 9,816,000 | 738,000 | $397.84 |
| 12/31/2020 | iSHARES TRUST | IVV | 24,182 | -570 | 9,078,000 | 760,000 | $375.40 |
| 09/30/2020 | iSHARES TRUST | IVV | 24,752 | 1,086 | 8,318,000 | 989,000 | $336.05 |
| 06/30/2020 | iSHARES TRUST | IVV | 23,666 | 376 | 7,329,000 | 1,311,000 | $309.68 |
| 03/31/2020 | iSHARES TRUST | IVV | 23,290 | 2,217 | 6,018,000 | -794,000 | $258.39 |
| 12/31/2019 | iSHARES TRUST | IVV | 21,073 | 151 | 6,812,000 | 566,000 | $323.26 |
| 09/30/2019 | iSHARES TRUST | IVV | 20,922 | 1,871 | 6,246,000 | 631,000 | $298.54 |
| 06/30/2019 | iSHARES TRUST | IVV | 19,051 | -176 | 5,615,000 | 144,000 | $294.74 |
| 03/31/2019 | iSHARES TRUST | IVV | 19,227 | 734 | 5,471,000 | 818,000 | $284.55 |
| 12/31/2018 | iSHARES TRUST | IVV | 18,493 | 633 | 4,653,000 | -575,000 | $251.61 |
| 09/30/2018 | iSHARES TRUST | IVV | 17,860 | 805 | 5,228,000 | 571,000 | $292.72 |
| 06/30/2018 | iSHARES TRUST | IVV | 17,055 | -31 | 4,657,000 | 123,000 | $273.06 |
| 03/31/2018 | iSHARES TRUST | IVV | 17,086 | -679 | 4,534,000 | -242,000 | $265.36 |
| 12/31/2017 | iSHARES TRUST | IVV | 17,765 | 2,238 | 4,776,000 | 849,000 | $268.84 |
| 09/30/2017 | iSHARES TRUST | IVV | 15,527 | -5 | 3,927,000 | 146,000 | $252.91 |
| 06/30/2017 | iSHARES TRUST | IVV | 15,532 | -86 | 3,781,000 | 75,000 | $243.43 |
| 03/31/2017 | iSHARES TRUST | IVV | 15,618 | -1,037 | 3,706,000 | -41,000 | $237.29 |
| 12/31/2016 | iSHARES TRUST | IVV | 16,655 | 1,647 | 3,747,000 | 482,000 | $224.98 |
| 09/30/2016 | iSHARES TRUST | IVV | 15,008 | 15,008 | 3,265,000 | 3,265,000 | $217.55 |
| 06/30/2016 | iSHARES TRUST | IVV | 14,766 | 475 | 3,108,000 | 155,000 | $210.48 |
| 03/31/2016 | iSHARES TRUST | IVV | 14,291 | 1,759 | 2,953,000 | 386,000 | $206.63 |
| 12/31/2015 | iSHARES TRUST | IVV | 12,532 | 5,015 | 2,567,000 | 1,118,000 | $204.84 |
| 09/30/2015 | iSHARES TRUST | IVV | 7,517 | 690 | 1,449,000 | 34,000 | $192.76 |
| 06/30/2015 | iSHARES TRUST | IVV | 6,827 | 0 | 1,415,000 | -4,000 | $207.27 |
| 03/31/2015 | iSHARES TRUST | IVV | 6,827 | 6,827 | 1,419,000 | 1,419,000 | $207.85 |
| 12/31/2014 | iSHARES TRUST | IVV | 6,713 | 6,713 | 1,389,000 | 1,389,000 | $206.91 |
| 09/30/2014 | iSHARES TRUST | IVV | 6,612 | 6,612 | 1,311,000 | 1,311,000 | $198.28 |
| 06/30/2014 | iSHARES TRUST | IVV | 6,612 | 6,612 | 1,303,000 | 1,303,000 | $197.07 |
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