Everhart Financial Group, Inc. Ishares Russell 2000 ETF Transaction History

Everhart Financial Group, Inc.

  • $852 Million
  • Q2 2025

A detailed history of Everhart Financial Group, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 2,669 shares of IWM stock, worth $654,065. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,669
Previous 3,237 17.55%
Holding current value
$654,065
Previous $645,000 10.85%
% of portfolio
0.07%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$174.82 - $215.79 $99,297 - $122,568
-568 Reduced 17.55%
2,669 $575,000
Q1 2025

Apr 16, 2025
BUY
$198.1 - $229.79 $140,849 - $163,380
711 Added 28.15%
3,237 $645,000
Q4 2024

Jan 30, 2025
BUY
$216.13 - $242.4 $25,287 - $28,360
117 Added 4.86%
2,526 $558,000
Q3 2024

Nov 04, 2024
BUY
$200.87 - $224.6 $37,160 - $41,551
185 Added 8.32%
2,409 $532,000
Q2 2024

Jul 24, 2024
BUY
$192.84 - $209.44 $29,890 - $32,463
155 Added 7.49%
2,224 $451,000
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $186,637 - $207,145
985 Added 90.87%
2,069 $435,000
Q4 2023

Jan 12, 2024
BUY
$162.21 - $204.82 $175,835 - $222,024
1,084 New
1,084 $217,000
Q2 2023

Jul 13, 2023
BUY
$170.4 - $187.93 $273,151 - $301,251
1,603 New
1,603 $300,000
Q2 2022

Jul 12, 2022
BUY
$163.9 - $207.91 $199,958 - $253,650
1,220 New
1,220 $207,000
Q1 2022

Apr 18, 2022
SELL
$191.52 - $225.32 $230,781 - $271,510
-1,205 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$212.12 - $242.56 $10,606 - $12,128
50 Added 4.33%
1,205 $268,000
Q3 2021

Oct 13, 2021
BUY
$211.73 - $231.39 $244,548 - $267,255
1,155 New
1,155 $252,000

Others Institutions Holding IWM

# of Institutions
2,951
Shares Held
304M
Call Options Held
284M
Put Options Held
615M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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