Evernest Financial Advisors, LLC IVV Holdings History
Evernest Financial Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Evernest Financial Advisors, LLC held 27,612.00 shares of iShares Core S&P 500 ETF(IVV), totaling $15.51 Mil. This investment constitutes 5.57% of their stock portfolio, and Evernest Financial Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2021Q4. And since then Evernest Financial Advisors, LLC has made 3 purchases of IVV, at an average price of $477.08, for a total of 29,617.00 shares. In addition, there have been 3 sales at an average price of $556.41 for 2,005.00 shares. Based on historical transaction data and IVV's current price of $636.31, Evernest Financial Advisors, LLC's estimated gain on his IVV holdings is $4.56 Mil, reflecting a 32.24% gain to date.
Evernest Financial Advisors, LLC IVV ($636.31) Holding Chart
Evernest Financial Advisors, LLC IVV ($636.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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