Everhart Financial Group, Inc. Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 6,596 shares of IVW stock, worth $798,379. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,596

Previous 6,303 4.65%

Holding current value

$798,379

Previous $760,000 5.0%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$118.29 - $126.28 $34,658 - $37,000	293 Added 4.65%	6,596 $798,000
Q3 2025 Nov 04, 2025	SELL	$108.97 - $121.65 $217 - $243	-2 Reduced 0.03%	6,303 $760,000
Q2 2025 Aug 07, 2025	SELL	$82.96 - $110.1 $18,251 - $24,222	-220 Reduced 3.37%	6,305 $694,000
Q1 2025 Apr 16, 2025	SELL	$92.45 - $106.69 $16,086 - $18,564	-174 Reduced 2.6%	6,525 $605,000
Q4 2024 Jan 30, 2025	BUY	$94.43 - $105.47 $8,687 - $9,703	92 Added 1.39%	6,699 $680,000

Q3 2024 Nov 04, 2024	BUY	$84.77 - $97.13 $99,859 - $114,419	1,178 Added 21.7%	6,607 $632,000
Q2 2024 Jul 24, 2024	SELL	$79.31 - $93.31 $22,841 - $26,873	-288 Reduced 5.04%	5,429 $502,000
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $416,597 - $486,745	5,717 New	5,717 $482,000

Others Institutions Holding IVW

# of Institutions

2,178

Shares Held

420M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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