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 $931,598. This represents 0.56% of its overall portfolio holdings.

Number of Shares
4,808
Previous 4,680 2.74%
Holding current value
$931,598
Previous $851,000 11.28%
% of portfolio
0.56%
Previous 0.52%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Resurgent Financial Advisors LLC Portfolio

Follow Resurgent Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resurgent Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.