Evernest Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Evernest Financial Advisors, LLC

$255 Million
Q1 2025

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 27,612 shares of IVV stock, worth $16.4 Million. This represents 6.09% of its overall portfolio holdings.

Number of Shares

27,612

Previous 27,150 1.7%

Holding current value

$16.4 Million

Previous $16 Million 2.92%

% of portfolio

6.09%

Previous 4.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$554.06 - $615.85 $255,975 - $284,522	462 Added 1.7%	27,612 $15.5 Million
Q4 2024 Jan 23, 2025	SELL	$570.51 - $610.59 $277,838 - $297,357	-487 Reduced 1.76%	27,150 $16 Million
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

3,918

Shares Held

822M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.

Account

Evernest Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History