Resurgent Financial Advisors LLC Ishares Barclays Transaction History

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$92.93 - $99.14 $35,870 - $38,268	386 New	386 $36,000

Others Institutions Holding IEF

# of Institutions

1,074

Shares Held

307M

Call Options Held

13.2M

Put Options Held

16.5M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.54 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.47 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.44 Billion
1.2% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.3 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.21 Billion
0.34% of portfolio

About ISHARES BARCLAYS

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