Ownership history in EVERPAR ADVISORS LLC · 9 quarters on record
This page tracks every 13F SEC filing in which EVERPAR ADVISORS LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 26,166 | +7,637 | +41.2% | 6.65% | $17.9M | $683.12 |
| 2025 Q3 | ADDED | 18,529 | +3,719 | +25.1% | 4.90% | $12.4M | $665.17 |
| 2025 Q2 | ADDED | 14,810 | +4,114 | +38.5% | 4.18% | $9.2M | $615.21 |
| 2025 Q1 | ADDED | 10,696 | +2,374 | +28.5% | 3.19% | $6.0M | $555.02 |
| 2024 Q4 | ADDED | 8,322 | +535 | +6.9% | 2.47% | $4.9M | $579.67 |
| 2024 Q3 | ADDED | 7,787 | +1,266 | +19.4% | 2.32% | $4.5M | $566.00 |
| 2024 Q2 | ADDED | 6,521 | +3,140 | +92.9% | 1.79% | $3.6M | $534.89 |
| 2024 Q1 | ADDED | 3,381 | +2,666 | +372.9% | 1.08% | $1.8M | $512.33 |
| 2023 Q4 | INITIATED | 715 | — | — | 0.16% | $342K | — |
As of 2025 Q4 — sorted by position size