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

Resurgent Financial Advisors LLC

$161 Million
Q1 2025

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 12,530 shares of IJR stock, worth $1.39 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

12,530

Previous 12,432 0.79%

Holding current value

$1.39 Million

Previous $1.43 Million 8.52%

% of portfolio

0.81%

Previous 0.85%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$102.49 - $119.96 $10,044 - $11,756	98 Added 0.79%	12,530 $1.31 Million
Q4 2024 Feb 13, 2025	SELL	$113.92 - $127.38 $137,273 - $153,492	-1,205 Reduced 8.84%	12,432 $1.43 Million
Q3 2024 Nov 14, 2024	BUY	$105.53 - $118.34 $34,719 - $38,933	329 Added 2.47%	13,637 $1.59 Million
Q2 2024 Aug 14, 2024	SELL	$102.13 - $110.88 $501,049 - $543,977	-4,906 Reduced 26.94%	13,308 $1.42 Million
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	$89.09 - $102.13 $90,782 - $104,070	-1,019 Reduced 9.81%	9,365 $886,000
Q3 2022 Nov 14, 2022	BUY	$87.04 - $106.5 $12,794 - $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

# of Institutions

2,822

Shares Held

548M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Resurgent Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.

Account

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