Everhart Financial Group, Inc. Ishares Dj Us Tech ETF Transaction History

Everhart Financial Group, Inc.

  • $852 Million
  • Q2 2025

A detailed history of Everhart Financial Group, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 1,785 shares of IYW stock, worth $350,716. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,785
Previous 1,771 0.79%
Holding current value
$350,716
Previous $248,000 24.6%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 07, 2025
BUY
$122.57 - $173.27 $1,715 - $2,425
14 Added 0.79%
1,785 $309,000
Q1 2025

Apr 16, 2025
BUY
$140.44 - $166.79 $3,651 - $4,336
26 Added 1.49%
1,771 $248,000
Q4 2024

Jan 30, 2025
BUY
$148.14 - $166.23 $1,333 - $1,496
9 Added 0.52%
1,745 $278,000
Q1 2024

May 13, 2024
BUY
$117.5 - $136.59 $203,980 - $237,120
1,736 New
1,736 $234,000

Others Institutions Holding IYW

# of Institutions
1,338
Shares Held
84.7M
Call Options Held
281K
Put Options Held
225K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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.

Choose your preferred platform and Sign Up 👇 Telegram Email