A detailed history of Everhart Financial Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 1,297 shares of IVE stock, worth $271,864. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,297
Holding current value
$271,864
% of portfolio
0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$194.44 - $206.51 $252,188 - $267,843
1,297 New
1,297 $267,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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