Evernest Financial Advisors, LLC Ishares Short Term National Mu Transaction History

Evernest Financial Advisors, LLC

$362 Million
Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 9,478 shares of SUB stock, worth $1 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

9,478

Previous 9,067 4.53%

Holding current value

$1 Million

Previous $947,000 6.23%

% of portfolio

0.28%

Previous 0.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$104.3 - $106.3 $42,867 - $43,689	411 Added 4.53%	9,478 $1.01 Million
Q2 2024 Aug 07, 2024	SELL	$104.04 - $104.8 $38,286 - $38,566	-368 Reduced 3.9%	9,067 $947,000
Q1 2024 May 10, 2024	BUY	$104.73 - $105.42 $18,851 - $18,975	180 Added 1.94%	9,435 $987 Million
Q4 2023 May 10, 2024	SELL	$102.62 - $105.46 $159,574 - $163,990	-1,555 Reduced 16.48%	7,880 $831 Million
Q4 2021 Feb 13, 2024	BUY	$107.24 - $107.56 $992,506 - $995,467	9,255 New	9,255 $971 Million

Others Institutions Holding SUB

# of Institutions

835

Shares Held

68.9M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Evernest Financial Advisors, LLC Ishares Short Term National Mu Transaction History