Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$239.5 - $270.8 $180,343 - $203,912
753 New
753 $203,000
Q2 2023

Jul 13, 2023

SELL
$219.8 - $242.66 $2,417 - $2,669
-11 Reduced 1.11%
984 $238,000
Q1 2023

Apr 25, 2023

BUY
$212.51 - $245.01 $850 - $980
4 Added 0.4%
995 $225,000
Q4 2022

Feb 09, 2023

BUY
$205.84 - $231.03 $203,987 - $228,950
991 New
991 $212,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, Inc. and customize your updates to receive the information that matters most to you.

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.