Evernest Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Evernest Financial Advisors, LLC

$318 Million
Q3 2025

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 26,981 shares of IVV stock, worth $18.2 Million. This represents 5.68% of its overall portfolio holdings.

Number of Shares

26,981

Previous 27,020 0.14%

Holding current value

$18.2 Million

Previous $16.8 Million 7.64%

% of portfolio

5.68%

Previous 6.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$620.67 - $670.08 $24,206 - $26,133	-39 Reduced 0.14%	26,981 $18.1 Million
Q2 2025 Jul 28, 2025	SELL	$498.8 - $620.9 $295,289 - $367,572	-592 Reduced 2.14%	27,020 $16.8 Million
Q1 2025 May 09, 2025	BUY	$554.06 - $615.85 $255,975 - $284,522	462 Added 1.7%	27,612 $15.5 Million
Q4 2024 Jan 23, 2025	SELL	$570.51 - $610.59 $277,838 - $297,357	-487 Reduced 1.76%	27,150 $16 Million
Q3 2024 Oct 21, 2024	SELL	$520.18 - $576.82 $499,372 - $553,747	-960 Reduced 3.36%	27,637 $15.9 Million

Q2 2024 Aug 07, 2024	SELL	$497.53 - $549.64 $277,621 - $306,699	-558 Reduced 1.91%	28,597 $15.6 Million
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

4,136

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Evernest Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History