Evernest Financial Advisors, LLC Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 29,155 shares of IVV stock, worth $16 Million. This represents 6.87% of its overall portfolio holdings.

Number of Shares
29,155
Previous 18,689 56.0%
Holding current value
$16 Million
Previous $9.41 Billion 54.11%
% of portfolio
6.87%
Previous 4.87%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,247
Shares Held
624M
Call Options Held
794K
Put Options Held
622K
View Full List

About ISHARES CORE S&P 500 ETF

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