Evernest Financial Advisors, LLC Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 27,637 shares of IVV stock, worth $16.4 Million. This represents 4.4% of its overall portfolio holdings.

Number of Shares
27,637
Previous 28,597 3.36%
Holding current value
$16.4 Million
Previous $15.6 Million 1.87%
% of portfolio
4.4%
Previous 7.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$520.18 - $576.82 $499,372 - $553,747
-960 Reduced 3.36%
27,637 $15.9 Million
Q2 2024

Aug 07, 2024
SELL
$497.53 - $549.64 $277,621 - $306,699
-558 Reduced 1.91%
28,597 $15.6 Million
Q1 2024

May 10, 2024
BUY
$469.56 - $525.73 $4.91 Million - $5.5 Million
10,466 Added 56.0%
29,155 $14.5 Billion
Q4 2023

May 10, 2024
SELL
$412.55 - $479.0 $4.32 Million - $5.01 Million
-10,461 Reduced 35.88%
18,694 $8.93 Billion
Q4 2021

Feb 13, 2024
BUY
$430.29 - $479.53 $8.04 Million - $8.96 Million
18,689 New
18,689 $9.41 Billion

Others Institutions Holding IVV

# of Institutions
3,443
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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