Everhart Financial Group, Inc. Ishares Russell 2000 ETF Transaction History

Everhart Financial Group, Inc.

$1.05 Billion
Q4 2025

A detailed history of Everhart Financial Group, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 2,554 shares of IWM stock, worth $606,523. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,554

Previous 2,657 3.88%

Holding current value

$606,523

Previous $642,000 5.61%

% of portfolio

0.06%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$236.79 - $250.33 $24,389 - $25,783	-103 Reduced 3.88%	2,554 $606,000
Q3 2025 Nov 04, 2025	SELL	$214.92 - $244.84 $2,579 - $2,938	-12 Reduced 0.45%	2,657 $642,000
Q2 2025 Aug 07, 2025	SELL	$174.82 - $215.79 $99,297 - $122,568	-568 Reduced 17.55%	2,669 $575,000
Q1 2025 Apr 16, 2025	BUY	$198.1 - $229.79 $140,849 - $163,380	711 Added 28.15%	3,237 $645,000
Q4 2024 Jan 30, 2025	BUY	$216.13 - $242.4 $25,287 - $28,360	117 Added 4.86%	2,526 $558,000

Q3 2024 Nov 04, 2024	BUY	$200.87 - $224.6 $37,160 - $41,551	185 Added 8.32%	2,409 $532,000
Q2 2024 Jul 24, 2024	BUY	$192.84 - $209.44 $29,890 - $32,463	155 Added 7.49%	2,224 $451,000
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $186,637 - $207,145	985 Added 90.87%	2,069 $435,000
Q4 2023 Jan 12, 2024	BUY	$162.21 - $204.82 $175,835 - $222,024	1,084 New	1,084 $217,000
Q2 2023 Jul 13, 2023	BUY	$170.4 - $187.93 $273,151 - $301,251	1,603 New	1,603 $300,000
Q2 2022 Jul 12, 2022	BUY	$163.9 - $207.91 $199,958 - $253,650	1,220 New	1,220 $207,000
Q1 2022 Apr 18, 2022	SELL	$191.52 - $225.32 $230,781 - $271,510	-1,205 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$212.12 - $242.56 $10,606 - $12,128	50 Added 4.33%	1,205 $268,000
Q3 2021 Oct 13, 2021	BUY	$211.73 - $231.39 $244,548 - $267,255	1,155 New	1,155 $252,000

Others Institutions Holding IWM

# of Institutions

3,033

Shares Held

284M

Call Options Held

196M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Everhart Financial Group, Inc. Ishares Russell 2000 ETF Transaction History