Evernest Financial Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Evernest Financial Advisors, LLC

$362 Million
Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 248,309 shares of IJH stock, worth $15.5 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares

248,309

Previous 242,902 2.23%

Holding current value

$15.5 Million

Previous $14.2 Million 8.86%

% of portfolio

4.27%

Previous 6.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$57.32 - $62.65 $309,929 - $338,748	5,407 Added 2.23%	248,309 $15.5 Million
Q2 2024 Aug 07, 2024	BUY	$56.43 - $60.79 $219,117 - $236,047	3,883 Added 1.62%	242,902 $14.2 Million
Q1 2024 May 10, 2024	BUY	$56.98 - $284.98 $10.9 Million - $54.7 Million	192,081 Added 409.22%	239,019 $13.5 Billion
Q4 2023 May 10, 2024	SELL	$232.04 - $279.85 $45 Million - $54.3 Million	-193,947 Reduced 81.14%	45,072 $12.5 Billion
Q4 2021 Feb 13, 2024	BUY	$265.81 - $290.54 $12.5 Million - $13.6 Million	46,938 New	46,938 $13.2 Billion

Others Institutions Holding IJH

# of Institutions

2,465

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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Evernest Financial Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History