Resurgent Financial Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Resurgent Financial Advisors LLC

$168 Million
Q4 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 21,535 shares of IWD stock, worth $4.15 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

21,535

Previous 21,815 1.28%

Holding current value

$4.15 Million

Previous $4.14 Million 3.72%

% of portfolio

2.38%

Previous 2.44%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$183.23 - $199.79 $51,304 - $55,941	-280 Reduced 1.28%	21,535 $3.99 Million
Q3 2024 Nov 14, 2024	BUY	$173.36 - $189.8 $573,128 - $627,478	3,306 Added 17.86%	21,815 $4.14 Million
Q2 2024 Aug 14, 2024	SELL	$169.4 - $179.05 $2.65 Million - $2.8 Million	-15,665 Reduced 45.84%	18,509 $3.23 Million
Q1 2024 May 10, 2024	BUY	$161.84 - $179.11 $2.76 Million - $3.05 Million	17,042 Added 99.47%	34,174 $6.12 Million
Q4 2023 Feb 09, 2024	SELL	$143.69 - $165.7 $383,939 - $442,750	-2,672 Reduced 13.49%	17,132 $2.83 Million
Q3 2023 Nov 13, 2023	BUY	$151.73 - $163.56 $37,477 - $40,399	247 Added 1.26%	19,804 $3.01 Million
Q2 2023 Aug 14, 2023	BUY	$148.55 - $157.83 $150,035 - $159,408	1,010 Added 5.45%	19,557 $3.09 Million
Q1 2023 May 15, 2023	SELL	$145.2 - $161.56 $236,675 - $263,342	-1,630 Reduced 8.08%	18,547 $2.82 Million
Q4 2022 Feb 14, 2023	BUY	$136.78 - $158.99 $916,015 - $1.06 Million	6,697 Added 49.68%	20,177 $3.06 Million
Q3 2022 Nov 14, 2022	BUY	$135.99 - $161.15 $440,607 - $522,126	3,240 Added 31.64%	13,480 $1.83 Million
Q2 2022 Aug 15, 2022	BUY	$140.99 - $168.41 $1.18 Million - $1.41 Million	8,355 Added 443.24%	10,240 $1.48 Million
Q1 2022 May 16, 2022	BUY	$157.15 - $170.51 $296,227 - $321,411	1,885 New	1,885 $313,000

Others Institutions Holding IWD

# of Institutions

1,875

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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Resurgent Financial Advisors LLC Ishares Russell 1000 Val ETF Transaction History