Everhart Financial Group, Inc. Ishares Russell 3000 ETF Transaction History

Everhart Financial Group, Inc.

$477 Million
Q4 2024

A detailed history of Everhart Financial Group, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 18,986 shares of IWV stock, worth $6.53 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

18,986

Previous 6,139 209.27%

Holding current value

$6.53 Million

Previous $2.01 Million 216.51%

% of portfolio

1.33%

Previous 0.45%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$323.08 - $349.08 $4.15 Million - $4.48 Million	12,847 Added 209.27%	18,986 $6.35 Million
Q3 2024 Nov 04, 2024	BUY	$294.75 - $326.73 $1.55 Million - $1.72 Million	5,257 Added 596.03%	6,139 $2.01 Million
Q2 2024 Jul 24, 2024	BUY	$283.16 - $309.9 $249,747 - $273,331	882 New	882 $272,000
Q4 2023 Jan 12, 2024	BUY	$234.36 - $274.87 $2.81 Million - $3.3 Million	12,007 New	12,007 $3.29 Million
Q4 2022 Feb 09, 2023	BUY	$206.89 - $235.47 $3.05 Million - $3.48 Million	14,763 New	14,763 $3.26 Million

Others Institutions Holding IWV

# of Institutions

879

Shares Held

26.7M

Call Options Held

11.9K

Put Options Held

2.9K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

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 3000 ETF Transaction History