A detailed history of Everhart Financial Group, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 10,032 shares of SUB stock, worth $1.06 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,032
Previous 11,672 14.05%
Holding current value
$1.06 Million
Previous $1.22 Million 12.7%
% of portfolio
0.24%
Previous 0.32%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$104.3 - $106.3 $171,052 - $174,332
-1,640 Reduced 14.05%
10,032 $1.07 Million
Q2 2024

Jul 24, 2024

BUY
$104.04 - $104.8 $37,974 - $38,252
365 Added 3.23%
11,672 $1.22 Million
Q1 2024

May 13, 2024

BUY
$104.73 - $105.42 $25,449 - $25,617
243 Added 2.2%
11,307 $1.18 Million
Q4 2023

Jan 12, 2024

SELL
$102.62 - $105.46 $324,279 - $333,253
-3,160 Reduced 22.22%
11,064 $1.17 Million
Q3 2023

Oct 25, 2023

BUY
$102.82 - $104.26 $16,862 - $17,098
164 Added 1.17%
14,224 $1.46 Million
Q2 2023

Jul 13, 2023

SELL
$103.24 - $105.0 $2,890 - $2,940
-28 Reduced 0.2%
14,060 $1.46 Million
Q1 2023

Apr 25, 2023

SELL
$103.3 - $105.14 $91,213 - $92,838
-883 Reduced 5.9%
14,088 $1.47 Million
Q4 2022

Feb 09, 2023

BUY
$102.5 - $104.49 $730,927 - $745,118
7,131 Added 90.96%
14,971 $1.56 Million
Q3 2022

Oct 12, 2022

SELL
$102.59 - $105.4 $677,504 - $696,061
-6,604 Reduced 45.72%
7,840 $805,000
Q2 2022

Jul 12, 2022

BUY
$103.31 - $104.87 $90,292 - $91,656
874 Added 6.44%
14,444 $1.51 Million
Q1 2022

Apr 18, 2022

SELL
$104.46 - $107.34 $612,031 - $628,905
-5,859 Reduced 30.16%
13,570 $1.42 Million
Q4 2021

Jan 21, 2022

BUY
$107.24 - $107.56 $685,907 - $687,953
6,396 Added 49.08%
19,429 $2.09 Million
Q3 2021

Oct 13, 2021

SELL
$107.57 - $108.06 $219,657 - $220,658
-2,042 Reduced 13.55%
13,033 $1.4 Million
Q2 2021

Jul 16, 2021

SELL
$107.66 - $108.01 $427,302 - $428,691
-3,969 Reduced 20.84%
15,075 $1.63 Million
Q1 2021

Apr 13, 2021

BUY
$107.56 - $108.22 $251,260 - $252,801
2,336 Added 13.98%
19,044 $2.05 Million
Q4 2020

Mar 26, 2021

BUY
$107.6 - $108.11 $1.8 Million - $1.81 Million
16,708 New
16,708 $1.81 Million

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
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