Resurgent Financial Advisors LLC Ishares S&P 500 Value ETF Transaction History

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 4,808 shares of IVE stock, worth $943,089. This represents 0.56% of its overall portfolio holdings.

Number of Shares

4,808

Previous 4,680 2.74%

Holding current value

$943,089

Previous $851,000 11.28%

% of portfolio

0.56%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$181.06 - $197.17 $23,175 - $25,237	128 Added 2.74%	4,808 $947,000
Q2 2024 Aug 14, 2024	BUY	$176.58 - $186.7 $23,308 - $24,644	132 Added 2.9%	4,680 $851,000
Q1 2024 May 10, 2024	BUY	$171.09 - $186.81 $474,774 - $518,397	2,775 Added 156.51%	4,548 $849,000
Q4 2023 Feb 09, 2024	BUY	$147.64 - $174.21 $261,765 - $308,874	1,773 New	1,773 $308,000
Q4 2022 Feb 14, 2023	SELL	$129.68 - $151.79 $4,149 - $4,857	-32 Reduced 0.29%	10,914 $1.58 Million
Q3 2022 Nov 14, 2022	BUY	$128.52 - $150.96 $11,566 - $13,586	90 Added 0.83%	10,946 $1.41 Million
Q2 2022 Aug 15, 2022	BUY	$133.27 - $158.52 $1.45 Million - $1.72 Million	10,856 New	10,856 $1.49 Million

Others Institutions Holding IVE

# of Institutions

1,560

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Resurgent Financial Advisors LLC Ishares S&P 500 Value ETF Transaction History