Everhart Financial Group, Inc. Ishares S&P 500 Value ETF Transaction History

Everhart Financial Group, Inc.

  • $1.05 Billion
  • Q4 2025

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 1,410 shares of IVE stock, worth $295,550. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,410
Previous 1,297 8.71%
Holding current value
$295,550
Previous $267,000 10.49%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$202.52 - $212.07 $22,884 - $23,963
113 Added 8.71%
1,410 $295,000
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

# of Institutions
1,779
Shares Held
170M
Call Options Held
67.9K
Put Options Held
38.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email