Everhart Financial Group, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Everhart Financial Group, Inc.

  • $444 Million
  • Q3 2024

A detailed history of Everhart Financial Group, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 9,458 shares of USMV stock, worth $851,882. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,458
Previous 6,657 42.08%
Holding current value
$851,882
Previous $558,000 54.66%
% of portfolio
0.19%
Previous 0.15%

Shares

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

Nov 04, 2024
BUY
$83.76 - $91.82 $234,611 - $257,187
2,801 Added 42.08%
9,458 $863,000
Q2 2024

Jul 24, 2024
SELL
$79.92 - $84.63 $19,740 - $20,903
-247 Reduced 3.58%
6,657 $558,000
Q1 2024

May 13, 2024
BUY
$77.86 - $83.58 $39,708 - $42,625
510 Added 7.98%
6,904 $577,000
Q4 2023

Jan 12, 2024
SELL
$70.56 - $78.63 $110,920 - $123,606
-1,572 Reduced 19.73%
6,394 $498,000
Q3 2023

Oct 25, 2023
SELL
$72.38 - $76.06 $36,624 - $38,486
-506 Reduced 5.97%
7,966 $576,000
Q2 2023

Jul 13, 2023
SELL
$71.44 - $74.33 $3,357 - $3,493
-47 Reduced 0.55%
8,472 $629,000
Q1 2023

Apr 25, 2023
BUY
$69.12 - $73.78 $14,307 - $15,272
207 Added 2.49%
8,519 $619,000
Q4 2022

Feb 09, 2023
BUY
$65.75 - $75.5 $37,280 - $42,808
567 Added 7.32%
8,312 $599,000
Q3 2022

Oct 12, 2022
BUY
$66.1 - $76.63 $68,810 - $79,771
1,041 Added 15.53%
7,745 $512,000
Q2 2022

Jul 12, 2022
SELL
$66.73 - $79.1 $143,803 - $170,460
-2,155 Reduced 24.33%
6,704 $471,000
Q1 2022

Apr 18, 2022
SELL
$71.88 - $80.4 $37,233 - $41,647
-518 Reduced 5.52%
8,859 $687,000
Q4 2021

Jan 21, 2022
BUY
$73.28 - $81.04 $106,988 - $118,318
1,460 Added 18.44%
9,377 $759,000
Q3 2021

Oct 13, 2021
SELL
$73.5 - $78.28 $219,177 - $233,430
-2,982 Reduced 27.36%
7,917 $582,000
Q2 2021

Jul 16, 2021
SELL
$69.72 - $73.7 $58,425 - $61,760
-838 Reduced 7.14%
10,899 $802,000
Q1 2021

Apr 13, 2021
BUY
$65.18 - $69.88 $77,694 - $83,296
1,192 Added 11.3%
11,737 $812,000
Q4 2020

Mar 26, 2021
BUY
$61.66 - $67.88 $650,204 - $715,794
10,545 New
10,545 $716,000

Others Institutions Holding USMV

# of Institutions
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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