Resurgent Financial Advisors LLC Ishares Tr Us Broker Dealers & Transaction History

Resurgent Financial Advisors LLC

$161 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$85.82 - $103.08 $35,357 - $42,468	412 New	412 $39,000

Others Institutions Holding IAI

# of Institutions

199

Shares Held

6.45M

Call Options Held

38K

Put Options Held

103K

Raymond James & Associates St Petersburg, FL

880K
Shares

$149 Million
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

710K
Shares

$120 Million
0.04% of portfolio
Harel Insurance Investments & Financial Services Ltd.

640K
Shares

$108 Million
1.17% of portfolio
Assetmark, Inc

575K
Shares

$97.1 Million
0.22% of portfolio
Morgan Stanley New York, NY

470K
Shares

$79.4 Million
0.0% of portfolio

About ISHARES TR US BROKER-DEALERS &

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