Everhart Financial Group, Inc. Ishares Russell Mid Cap ETF Transaction History

Everhart Financial Group, Inc.

$340 Million
Q1 2024

A detailed history of Everhart Financial Group, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 3,289 shares of IWR stock, worth $265,126. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,289

Previous 4,063 19.05%

Holding current value

$265,126

Previous $315,000 12.38%

% of portfolio

0.08%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$75.37 - $84.09 $58,336 - $65,085	-774 Reduced 19.05%	3,289 $276,000
Q4 2023 Jan 12, 2024	BUY	$64.84 - $78.27 $263,444 - $318,011	4,063 New	4,063 $315,000
Q2 2023 Jul 13, 2023	BUY	$67.49 - $73.03 $5,804 - $6,280	86 Added 2.68%	3,289 $240,000
Q4 2022 Feb 09, 2023	SELL	$65.92 - $71.89 $1,318 - $1,437	-20 Reduced 0.62%	3,203 $216,000
Q3 2022 Oct 12, 2022	BUY	$63.62 - $74.82 $1,272 - $1,496	20 Added 0.62%	3,223 $200,000

Q1 2022 Apr 18, 2022	SELL	$72.29 - $82.89 $16,771 - $19,230	-232 Reduced 6.75%	3,203 $250,000
Q3 2021 Oct 13, 2021	BUY	$76.44 - $82.59 $262,571 - $283,696	3,435 New	3,435 $269,000

Others Institutions Holding IWR

# of Institutions

1,339

Shares Held

322M

Call Options Held

186K

Put Options Held

11.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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 Russell Mid Cap ETF Transaction History