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

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

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 13,637 shares of IJR stock, worth $1.64 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

13,637

Previous 13,308 2.47%

Holding current value

$1.64 Million

Previous $1.42 Million 12.33%

% of portfolio

0.94%

Previous 0.87%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,568

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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