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

Resurgent Financial Advisors LLC

$168 Million
Q4 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 5,394 shares of IVV stock, worth $3.22 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

5,394

Previous 5,558 2.95%

Holding current value

$3.22 Million

Previous $3.21 Million 0.94%

% of portfolio

1.89%

Previous 1.89%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$570.51 - $610.59 $93,563 - $100,136	-164 Reduced 2.95%	5,394 $3.18 Million
Q3 2024 Nov 14, 2024	BUY	$520.18 - $576.82 $29,650 - $32,878	57 Added 1.04%	5,558 $3.21 Million
Q2 2024 Aug 14, 2024	SELL	$497.53 - $549.64 $2.66 Million - $2.94 Million	-5,344 Reduced 49.28%	5,501 $3.01 Million
Q1 2024 May 10, 2024	BUY	$469.56 - $525.73 $1.31 Million - $1.46 Million	2,786 Added 34.57%	10,845 $5.7 Million
Q4 2023 Feb 09, 2024	SELL	$412.55 - $479.0 $563,955 - $654,793	-1,367 Reduced 14.5%	8,059 $3.85 Million
Q3 2023 Nov 13, 2023	BUY	$427.76 - $460.18 $519,728 - $559,118	1,215 Added 14.8%	9,426 $4.05 Million
Q2 2023 Aug 14, 2023	SELL	$406.17 - $445.71 $556,452 - $610,622	-1,370 Reduced 14.3%	8,211 $3.66 Million
Q1 2023 May 15, 2023	SELL	$381.13 - $418.66 $165,791 - $182,117	-435 Reduced 4.34%	9,581 $3.94 Million
Q4 2022 Feb 14, 2023	BUY	$357.98 - $409.32 $799,011 - $913,602	2,232 Added 28.67%	10,016 $3.85 Million
Q3 2022 Nov 14, 2022	SELL	$358.65 - $432.04 $128,755 - $155,102	-359 Reduced 4.41%	7,784 $2.79 Million
Q2 2022 Aug 15, 2022	BUY	$366.99 - $458.8 $692,510 - $865,755	1,887 Added 30.16%	8,143 $3.09 Million
Q1 2022 May 16, 2022	BUY	$418.06 - $479.84 $484,949 - $556,614	1,160 Added 22.76%	6,256 $2.84 Million
Q4 2021 May 16, 2022	BUY	$430.29 - $479.53 $2.19 Million - $2.44 Million	5,096 New	5,096 $2.43 Million

Others Institutions Holding IVV

# of Institutions

3,840

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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