Resurgent Financial Advisors LLC Ishares Iboxx $ Investment Gra Transaction History

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 3,416 shares of LQD stock, worth $365,921. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,416

Previous 2,889 18.24%

Holding current value

$365,921

Previous $309,000 24.6%

% of portfolio

0.23%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$106.11 - $113.72 $55,919 - $59,930	527 Added 18.24%	3,416 $385,000
Q2 2024 Aug 14, 2024	BUY	$104.54 - $108.46 $1,254 - $1,301	12 Added 0.42%	2,889 $309,000
Q1 2024 May 10, 2024	SELL	$106.98 - $110.63 $151,911 - $157,094	-1,420 Reduced 33.05%	2,877 $313,000
Q4 2023 Feb 09, 2024	BUY	$98.28 - $111.36 $123,243 - $139,645	1,254 Added 41.21%	4,297 $475,000
Q3 2023 Nov 13, 2023	BUY	$102.02 - $108.51 $222,097 - $236,226	2,177 Added 251.39%	3,043 $310,000
Q2 2023 Aug 14, 2023	BUY	$106.02 - $110.43 $12,192 - $12,699	115 Added 15.31%	866 $93,000
Q1 2023 May 15, 2023	SELL	$104.89 - $111.81 $43,004 - $45,842	-410 Reduced 35.31%	751 $82,000
Q4 2022 Feb 14, 2023	BUY	$99.2 - $110.03 $115,171 - $127,744	1,161 New	1,161 $122,000

Others Institutions Holding LQD

# of Institutions

1,189

Shares Held

246M

Call Options Held

39.2M

Put Options Held

38.5M

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About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
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Resurgent Financial Advisors LLC Ishares Iboxx $ Investment Gra Transaction History