Everhart Financial Group, Inc. Ishares National Muni Bond ETF Transaction History

Everhart Financial Group, Inc.

$852 Million
Q2 2025

A detailed history of Everhart Financial Group, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 10,905 shares of MUB stock, worth $1.17 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,905

Previous 14,530 24.95%

Holding current value

$1.17 Million

Previous $1.53 Million 25.65%

% of portfolio

0.13%

Previous 0.21%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$102.31 - $105.8 $370,873 - $383,525	-3,625 Reduced 24.95%	10,905 $1.14 Million
Q1 2025 Apr 16, 2025	BUY	$104.71 - $107.69 $109,526 - $112,643	1,046 Added 7.76%	14,530 $1.53 Million
Q4 2024 Jan 30, 2025	SELL	$105.78 - $108.7 $317 - $326	-3 Reduced 0.02%	13,484 $1.44 Million
Q3 2024 Nov 04, 2024	BUY	$106.13 - $108.7 $308,307 - $315,773	2,905 Added 27.45%	13,487 $1.47 Million
Q2 2024 Jul 24, 2024	BUY	$105.37 - $107.16 $98,942 - $100,623	939 Added 9.74%	10,582 $1.13 Million
Q1 2024 May 13, 2024	BUY	$107.41 - $108.76 $95,165 - $96,361	886 Added 10.12%	9,643 $1.04 Million
Q4 2023 Jan 12, 2024	SELL	$100.97 - $108.77 $786,960 - $847,753	-7,794 Reduced 47.09%	8,757 $949,000
Q3 2023 Oct 25, 2023	BUY	$102.54 - $107.39 $22,148 - $23,196	216 Added 1.32%	16,551 $1.7 Million
Q2 2023 Jul 13, 2023	SELL	$105.16 - $108.58 $83,917 - $86,646	-798 Reduced 4.66%	16,335 $1.74 Million
Q1 2023 Apr 25, 2023	BUY	$104.99 - $108.49 $50,605 - $52,292	482 Added 2.89%	17,133 $1.85 Million
Q4 2022 Feb 09, 2023	SELL	$101.51 - $106.72 $815,023 - $856,854	-8,029 Reduced 32.53%	16,651 $1.76 Million
Q3 2022 Oct 12, 2022	SELL	$102.55 - $108.59 $202,126 - $214,030	-1,971 Reduced 7.4%	24,680 $2.53 Million
Q2 2022 Jul 12, 2022	BUY	$104.73 - $109.51 $1.49 Million - $1.56 Million	14,266 Added 115.19%	26,651 $2.84 Million
Q1 2022 Apr 18, 2022	SELL	$109.33 - $116.18 $2.06 Million - $2.19 Million	-18,813 Reduced 60.3%	12,385 $1.36 Million
Q4 2021 Jan 21, 2022	BUY	$115.39 - $116.62 $484,291 - $489,454	4,197 Added 15.54%	31,198 $3.63 Million
Q3 2021 Oct 13, 2021	SELL	$116.12 - $117.94 $691,494 - $702,332	-5,955 Reduced 18.07%	27,001 $3.14 Million
Q2 2021 Jul 16, 2021	BUY	$115.91 - $117.6 $1.33 Million - $1.35 Million	11,438 Added 53.16%	32,956 $3.86 Million
Q1 2021 Apr 13, 2021	BUY	$115.3 - $117.87 $178,023 - $181,991	1,544 Added 7.73%	21,518 $2.5 Million
Q4 2020 Mar 26, 2021	BUY	$115.08 - $117.2 $2.3 Million - $2.34 Million	19,974 New	19,974 $2.34 Million

Others Institutions Holding MUB

# of Institutions

1,754

Shares Held

315M

Call Options Held

5.73M

Put Options Held

2.36M

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About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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Everhart Financial Group, Inc. Ishares National Muni Bond ETF Transaction History