Everhart Financial Group, Inc. Ishares Short Term National Mu Transaction History

Everhart Financial Group, Inc.

$444 Million
Q3 2024

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%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

826

Shares Held

68.5M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Everhart Financial Group, Inc. Ishares Short Term National Mu Transaction History