Everhart Financial Group, Inc. Spdr Bloomberg 1 3 Month T Bil Transaction History

Everhart Financial Group, Inc.

$477 Million
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$91.42 - $91.82 $6,582 - $6,611	72 Added 2.3%	3,197 $293,000
Q1 2024 May 13, 2024	SELL	$91.4 - $91.8 $71,474 - $71,787	-782 Reduced 20.02%	3,125 $286,000
Q4 2023 Jan 12, 2024	SELL	$91.22 - $91.84 $5,017 - $5,051	-55 Reduced 1.39%	3,907 $357,000
Q3 2023 Oct 25, 2023	BUY	$91.43 - $91.86 $4,845 - $4,868	53 Added 1.36%	3,962 $363,000
Q1 2023 Apr 25, 2023	SELL	$91.4 - $91.84 $30,619 - $30,766	-335 Reduced 7.89%	3,909 $358,000
Q4 2022 Feb 09, 2023	SELL	$91.33 - $91.67 $26,851 - $26,950	-294 Reduced 6.48%	4,244 $388,000
Q3 2022 Oct 12, 2022	SELL	$91.38 - $91.6 $53,914 - $54,044	-590 Reduced 11.51%	4,538 $416,000
Q2 2022 Jul 12, 2022	SELL	$91.41 - $91.49 $155,945 - $156,081	-1,706 Reduced 24.96%	5,128 $469,000
Q1 2022 Apr 18, 2022	SELL	$91.4 - $91.43 $46,065 - $46,080	-504 Reduced 6.87%	6,834 $625,000
Q4 2021 Jan 21, 2022	BUY	$91.42 - $91.46 $340,630 - $340,779	3,726 Added 103.16%	7,338 $671,000
Q3 2021 Oct 13, 2021	BUY	$91.45 - $91.48 $57,704 - $57,723	631 Added 21.17%	3,612 $330,000
Q2 2021 Jul 16, 2021	SELL	$91.47 - $91.51 $205,075 - $205,165	-2,242 Reduced 42.93%	2,981 $273,000
Q1 2021 Apr 13, 2021	BUY	$91.5 - $91.52 $56,181 - $56,193	614 Added 13.32%	5,223 $478,000
Q4 2020 Mar 26, 2021	BUY	$91.51 - $91.53 $421,769 - $421,861	4,609 New	4,609 $422,000

Others Institutions Holding BIL

# of Institutions

1,154

Shares Held

229M

Call Options Held

20.7K

Put Options Held

115K

Morgan Stanley New York, NY

18.7M
Shares

$1.71 Billion
0.13% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$1.48 Billion
0.12% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

14.7M
Shares

$1.35 Billion
2.72% of portfolio
Lpl Financial LLC Fort Mill, SC

10.6M
Shares

$967 Million
0.45% of portfolio
Mercer Global Advisors Inc Denver, CO

8.35M
Shares

$764 Million
1.68% of portfolio

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