Evernest Financial Advisors, LLC Ishares Core S&P Sm 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 Sm Cap ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 96,485 shares of IJR stock, worth $11.2 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares

96,485

Previous 91,865 5.03%

Holding current value

$11.2 Million

Previous $9.8 Million 15.17%

% of portfolio

3.12%

Previous 4.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$105.53 - $118.34 $487,548 - $546,730	4,620 Added 5.03%	96,485 $11.3 Million
Q2 2024 Aug 07, 2024	BUY	$102.13 - $110.88 $574,991 - $624,254	5,630 Added 6.53%	91,865 $9.8 Million
Q1 2024 May 10, 2024	BUY	$102.35 - $110.52 $1.15 Million - $1.24 Million	11,189 Added 14.91%	86,235 $8.9 Billion
Q4 2023 May 10, 2024	SELL	$87.61 - $110.11 $2.55 Million - $3.21 Million	-29,113 Reduced 33.76%	57,122 $6.18 Billion
Q4 2021 Feb 13, 2024	BUY	$108.26 - $120.32 $8.12 Million - $9.03 Million	75,046 New	75,046 $7.95 Billion

Others Institutions Holding IJR

# of Institutions

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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 Sm Cap ETF Transaction History