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 $11.7 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares

96,485

Previous 91,865 5.03%

Holding current value

$11.7 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

2,565

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

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