Ifp Advisors, Inc Evercore Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Evercore Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 163 shares of EVR stock, worth $45,519. This represents 0.0% of its overall portfolio holdings.

Number of Shares

163

Previous 16 918.75%

Holding current value

$45,519

Previous $3,000 1000.0%

% of portfolio

0.0%

Previous 0.0%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$181.5 - $208.43 $26,680 - $30,639	147 Added 918.75%	163 $33,000
Q1 2024 Jul 30, 2024	SELL	$163.68 - $196.33 $13,094 - $15,706	-80 Reduced 83.33%	16 $3,000
Q4 2023 Jan 09, 2024	BUY	$126.39 - $173.41 $10,616 - $14,566	84 Added 700.0%	96 $16,000
Q3 2023 Oct 12, 2023	SELL	$118.06 - $145.97 $2,125 - $2,627	-18 Reduced 60.0%	12 $1,000
Q2 2023 Aug 04, 2023	SELL	$105.74 - $124.93 $1,163 - $1,374	-11 Reduced 26.83%	30 $3,000
Q1 2023 Apr 18, 2023	SELL	$110.54 - $136.17 $50,406 - $62,093	-456 Reduced 91.75%	41 $4,000
Q4 2022 Feb 07, 2023	SELL	$84.72 - $116.35 $19,062 - $26,178	-225 Reduced 31.16%	497 $68,000
Q3 2022 Nov 08, 2022	SELL	$80.28 - $105.25 $80 - $105	-1 Reduced 0.14%	722 $92,000
Q2 2022 Sep 06, 2022	BUY	$93.36 - $115.14 $67,499 - $83,246	723 New	723 $92,000
Q2 2022 Aug 12, 2022	SELL	$93.36 - $115.14 $67,499 - $83,246	-723 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$108.18 - $139.71 $24,232 - $31,295	224 Added 44.89%	723 $80,000
Q1 2022 Aug 08, 2022	SELL	$108.18 - $139.71 $2.17 Million - $2.8 Million	-20,048 Reduced 97.57%	499 $55,000
Q4 2021 Jan 12, 2022	SELL	$128.95 - $163.18 $31,979 - $40,468	-248 Reduced 1.19%	20,547 $2.79 Million
Q3 2021 Oct 06, 2021	SELL	$125.41 - $143.61 $34,362 - $39,349	-274 Reduced 1.3%	20,795 $2.78 Million
Q2 2021 Jul 13, 2021	BUY	$128.03 - $149.4 $2.69 Million - $3.13 Million	20,979 Added 23310.0%	21,069 $2.97 Million
Q1 2021 Apr 30, 2021	BUY	$106.57 - $142.41 $8,312 - $11,107	78 Added 650.0%	90 $12,000
Q3 2020 Oct 29, 2020	SELL	$53.7 - $66.35 $18,795 - $23,222	-350 Reduced 96.69%	12 $1,000
Q2 2020 Aug 05, 2020	SELL	$45.62 - $67.36 $6,478 - $9,565	-142 Reduced 28.17%	362 $21,000
Q1 2020 May 12, 2020	SELL	$35.75 - $82.26 $21,628 - $49,767	-605 Reduced 54.55%	504 $24,000
Q4 2019 Jan 17, 2020	SELL	$73.33 - $80.11 $10,339 - $11,295	-141 Reduced 11.28%	1,109 $85,000
Q3 2019 Nov 07, 2019	BUY	$75.92 - $90.91 $59,521 - $71,273	784 Added 168.24%	1,250 $99,000
Q1 2019 May 15, 2019	SELL	$73.67 - $93.68 $808,454 - $1.03 Million	-10,974 Reduced 95.93%	466 $43,000
Q4 2018 Jan 23, 2019	BUY	$64.9 - $98.8 $778 - $1,185	12 Added 0.11%	11,440 $818,000
Q3 2018 Oct 25, 2018	SELL	$100.55 - $114.95 $1,508 - $1,724	-15 Reduced 0.13%	11,428 $0
Q2 2018 Aug 07, 2018	BUY	$86.8 - $112.05 $45,396 - $58,602	523 Added 4.79%	11,443 $0
Q1 2018 Jun 03, 2019	SELL	$83.35 - $101.8 $43,258 - $52,834	-519 Reduced 4.54%	10,920 $983,000
Q1 2018 May 09, 2018	BUY	$83.35 - $101.8 $43,258 - $52,834	519 Added 4.75%	11,439 $0
Q4 2017 Jan 24, 2018	BUY	$75.9 - $92.2 $1,973 - $2,397	26 Added 0.24%	10,920 $0
Q3 2017 Oct 30, 2017	SELL	$70.35 - $80.8 $844 - $969	-12 Reduced 0.11%	10,894 $874,000
Q2 2017 Jun 03, 2019	BUY	N/A	3,101 Added 39.73%	10,906 $769,000
Q1 2017 Jun 03, 2019	BUY	N/A	7,501 Added 2467.43%	7,805 $608,000
Q4 2016 Jun 03, 2019	SELL	N/A	-561 Reduced 64.86%	304 $21,000
Q2 2016 Jun 03, 2019	BUY	N/A	399 Added 85.62%	865 $38,000
Q1 2016 Jun 03, 2019	BUY	N/A	466	466 $43,000

Others Institutions Holding EVR

# of Institutions

545

Shares Held

32.1M

Call Options Held

70.2K

Put Options Held

70.8K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $10.9B
Description
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...

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