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 6,657 shares of USMV stock, worth $599,263. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,657
Previous 6,904 3.58%
Holding current value
$599,263
Previous $577,000 3.29%
% of portfolio
0.15%
Previous 0.17%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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.