Everhart Financial Group, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Everhart Financial Group, Inc.

$477 Million
Q4 2024

A detailed history of Everhart Financial Group, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 9,375 shares of USMV stock, worth $870,562. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,375

Previous 9,458 0.88%

Holding current value

$870,562

Previous $863,000 3.59%

% of portfolio

0.17%

Previous 0.19%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	SELL	$88.59 - $94.57 $7,352 - $7,849	-83 Reduced 0.88%	9,375 $832,000
Q3 2024 Nov 04, 2024	BUY	$83.76 - $91.82 $234,611 - $257,187	2,801 Added 42.08%	9,458 $863,000
Q2 2024 Jul 24, 2024	SELL	$79.92 - $84.63 $19,740 - $20,903	-247 Reduced 3.58%	6,657 $558,000
Q1 2024 May 13, 2024	BUY	$77.86 - $83.58 $39,708 - $42,625	510 Added 7.98%	6,904 $577,000
Q4 2023 Jan 12, 2024	SELL	$70.56 - $78.63 $110,920 - $123,606	-1,572 Reduced 19.73%	6,394 $498,000
Q3 2023 Oct 25, 2023	SELL	$72.38 - $76.06 $36,624 - $38,486	-506 Reduced 5.97%	7,966 $576,000
Q2 2023 Jul 13, 2023	SELL	$71.44 - $74.33 $3,357 - $3,493	-47 Reduced 0.55%	8,472 $629,000
Q1 2023 Apr 25, 2023	BUY	$69.12 - $73.78 $14,307 - $15,272	207 Added 2.49%	8,519 $619,000
Q4 2022 Feb 09, 2023	BUY	$65.75 - $75.5 $37,280 - $42,808	567 Added 7.32%	8,312 $599,000
Q3 2022 Oct 12, 2022	BUY	$66.1 - $76.63 $68,810 - $79,771	1,041 Added 15.53%	7,745 $512,000
Q2 2022 Jul 12, 2022	SELL	$66.73 - $79.1 $143,803 - $170,460	-2,155 Reduced 24.33%	6,704 $471,000
Q1 2022 Apr 18, 2022	SELL	$71.88 - $80.4 $37,233 - $41,647	-518 Reduced 5.52%	8,859 $687,000
Q4 2021 Jan 21, 2022	BUY	$73.28 - $81.04 $106,988 - $118,318	1,460 Added 18.44%	9,377 $759,000
Q3 2021 Oct 13, 2021	SELL	$73.5 - $78.28 $219,177 - $233,430	-2,982 Reduced 27.36%	7,917 $582,000
Q2 2021 Jul 16, 2021	SELL	$69.72 - $73.7 $58,425 - $61,760	-838 Reduced 7.14%	10,899 $802,000
Q1 2021 Apr 13, 2021	BUY	$65.18 - $69.88 $77,694 - $83,296	1,192 Added 11.3%	11,737 $812,000
Q4 2020 Mar 26, 2021	BUY	$61.66 - $67.88 $650,204 - $715,794	10,545 New	10,545 $716,000

Others Institutions Holding USMV

# of Institutions

1,393

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Everhart Financial Group, Inc. Ishares Msci Usa Min Vol Facto Transaction History