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

Evernest Financial Advisors, LLC

$275 Million
Q2 2025

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 66,308 shares of IJR stock, worth $7.4 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

66,308

Previous 96,527 31.31%

Holding current value

$7.4 Million

Previous $10.1 Million 28.21%

% of portfolio

2.63%

Previous 3.96%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$90.56 - $109.49 $2.74 Million - $3.31 Million	-30,219 Reduced 31.31%	66,308 $7.25 Million
Q1 2025 May 09, 2025	SELL	$102.49 - $119.96 $385,772 - $451,529	-3,764 Reduced 3.75%	96,527 $10.1 Million
Q4 2024 Jan 23, 2025	BUY	$113.92 - $127.38 $433,579 - $484,808	3,806 Added 3.94%	100,291 $11.6 Million
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

2,813

Shares Held

559M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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