Everhart Financial Group, Inc. Ishares Tr Transaction History

Everhart Financial Group, Inc.

$444 Million
Q3 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 21,910 shares of IEFA stock, worth $1.55 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

21,910

Previous 15,759 39.03%

Holding current value

$1.55 Million

Previous $1.14 Million 49.48%

% of portfolio

0.38%

Previous 0.3%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$70.09 - $78.74 $431,123 - $484,329	6,151 Added 39.03%	21,910 $1.71 Million
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

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Everhart Financial Group, Inc. Ishares Tr Transaction History