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

Evernest Financial Advisors, LLC

  • $211 Billion
  • Q1 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 86,235 shares of IJR stock, worth $9.2 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
86,235
Previous 75,046 14.91%
Holding current value
$9.2 Million
Previous $7.95 Billion 11.9%
% of portfolio
4.21%
Previous 4.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,450
Shares Held
481M
Call Options Held
625K
Put Options Held
581K
View Full List

About ISHARES CORE S&P SM CAP ETF

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