Everhart Financial Group, Inc. Ishares Tr Transaction History

Everhart Financial Group, Inc.

$380 Million
Q2 2024

A detailed history of Everhart Financial Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 15,759 shares of IEFA stock, worth $1.16 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

15,759

Previous 17,217 8.47%

Holding current value

$1.16 Million

Previous $1.28 Million 10.42%

% of portfolio

0.3%

Previous 0.38%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$70.77 - $76.19 $103,182 - $111,085	-1,458 Reduced 8.47%	15,759 $1.14 Million
Q1 2024 May 13, 2024	BUY	$68.14 - $74.43 $65,755 - $71,824	965 Added 5.94%	17,217 $1.28 Million
Q4 2023 Jan 12, 2024	SELL	$61.3 - $70.47 $88,885 - $102,181	-1,450 Reduced 8.19%	16,252 $1.14 Million
Q3 2023 Oct 25, 2023	SELL	$64.04 - $69.58 $20,236 - $21,987	-316 Reduced 1.75%	17,702 $1.14 Million
Q2 2023 Jul 13, 2023	SELL	$66.03 - $69.1 $60,747 - $63,571	-920 Reduced 4.86%	18,018 $1.22 Million
Q1 2023 Apr 25, 2023	SELL	$62.17 - $67.7 $85,297 - $92,884	-1,372 Reduced 6.76%	18,938 $1.27 Million
Q4 2022 Feb 09, 2023	BUY	$52.35 - $63.65 $235,260 - $286,043	4,494 Added 28.41%	20,310 $1.25 Million
Q3 2022 Oct 12, 2022	SELL	$52.32 - $63.1 $194,159 - $234,164	-3,711 Reduced 19.0%	15,816 $833,000
Q2 2022 Jul 12, 2022	BUY	$57.91 - $70.46 $38,568 - $46,926	666 Added 3.53%	19,527 $1.15 Million
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $48,014 - $57,289	759 Added 4.19%	18,861 $1.31 Million
Q4 2021 Jan 21, 2022	SELL	$72.36 - $77.76 $226,848 - $243,777	-3,135 Reduced 14.76%	18,102 $1.35 Million
Q3 2021 Oct 13, 2021	SELL	$72.98 - $78.2 $578,585 - $619,969	-7,928 Reduced 27.18%	21,237 $1.58 Million
Q2 2021 Jul 16, 2021	BUY	$73.11 - $77.88 $1.02 Million - $1.09 Million	13,944 Added 91.61%	29,165 $2.18 Million
Q1 2021 Apr 13, 2021	BUY	$68.58 - $73.12 $42,725 - $45,553	623 Added 4.27%	15,221 $1.1 Million
Q4 2020 Mar 26, 2021	BUY	$58.13 - $69.71 $848,581 - $1.02 Million	14,598 New	14,598 $1.01 Million

Others Institutions Holding IEFA

# of Institutions

1,968

Shares Held

1.42B

Call Options Held

141K

Put Options Held

534K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Account

Everhart Financial Group, Inc. Ishares Tr Transaction History