ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Everhart Financial Group, Inc.'s Holding History (CIK: 0001852858)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,957 Value ($000) $4,080 Avg Close — Range —
Q3 2025
Shares 5,947 Value ($000) $3,980 Avg Close — Range —
Q2 2025
Shares 5,665 Value ($000) $3,517 Avg Close — Range —
Q1 2025
Shares 5,427 Value ($000) $3,049 Avg Close — Range —
Q4 2024
Shares 5,177 Value ($000) $3,047 Avg Close — Range —
Q3 2024
Shares 5,159 Value ($000) $2,976 Avg Close — Range —
Q2 2024
Shares 3,155 Value ($000) $1,727 Avg Close — Range —
Q1 2024
Shares 2,426 Value ($000) $1,276 Avg Close — Range —
Q4 2023
Shares 2,924 Value ($000) $1,397 Avg Close — Range —
Q3 2023
Shares 2,459 Value ($000) $1,056 Avg Close — Range —
Q2 2023
Shares 2,388 Value ($000) $1,064 Avg Close — Range —
Q1 2023
Shares 2,515 Value ($000) $1,034 Avg Close — Range —
Q4 2022
Shares 2,517 Value ($000) $967 Avg Close — Range —
Q3 2022
Shares 2,608 Value ($000) $935 Avg Close — Range —
Q2 2022
Shares 2,608 Value ($000) $989 Avg Close — Range —
Q1 2022
Shares 2,409 Value ($000) $1,093 Avg Close — Range —
Q4 2021
Shares 2,411 Value ($000) $1,151 Avg Close — Range —
Q3 2021
Shares 2,444 Value ($000) $1,053 Avg Close — Range —