A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 18,214 shares of IJR stock, worth $1.93 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
18,214
Previous 10,368 75.68%
Holding current value
$1.93 Million
Previous $1.12 Million 79.41%
% of portfolio
1.04%
Previous 0.67%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$102.35 - $110.52 $803,038 - $867,139
7,846 Added 75.68%
18,214 $2.01 Million
Q4 2023

Feb 09, 2024

SELL
$87.61 - $110.11 $90,150 - $113,303
-1,029 Reduced 9.03%
10,368 $1.12 Million
Q3 2023

Nov 13, 2023

BUY
$92.9 - $105.16 $34,280 - $38,804
369 Added 3.35%
11,397 $1.08 Million
Q2 2023

Aug 14, 2023

BUY
$91.14 - $99.81 $454,606 - $497,852
4,988 Added 82.58%
11,028 $1.1 Million
Q1 2023

May 15, 2023

SELL
$92.27 - $107.68 $306,797 - $358,036
-3,325 Reduced 35.5%
6,040 $584,000
Q4 2022

Feb 14, 2023

SELL
$93.02 - $102.13 $94,787 - $104,070
-1,019 Reduced 9.81%
9,365 $886,000
Q3 2022

Nov 14, 2022

BUY
$88.85 - $106.5 $13,060 - $15,655
147 Added 1.44%
10,384 $905,000
Q2 2022

Aug 15, 2022

SELL
$89.03 - $109.02 $55,732 - $68,246
-626 Reduced 5.76%
10,237 $946,000
Q1 2022

May 16, 2022

BUY
$102.32 - $116.69 $263,576 - $300,593
2,576 Added 31.08%
10,863 $1.17 Million
Q4 2021

May 16, 2022

BUY
$108.26 - $120.32 $897,150 - $997,091
8,287 New
8,287 $949,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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