Resurgent Financial Advisors LLC Ishares Core S&P Total U.S. St Transaction History

Resurgent Financial Advisors LLC

$161 Million
Q1 2025

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 4,490 shares of ITOT stock, worth $585,002. This represents 0.34% of its overall portfolio holdings.

Number of Shares

4,490

Previous 4,490 -0.0%

Holding current value

$585,002

Previous $577,000 5.2%

% of portfolio

0.34%

Previous 0.34%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$103.16 - $115.3 $3,094 - $3,459	30 Added 0.67%	4,490 $517,000
Q4 2023 Feb 09, 2024	SELL	$90.04 - $105.69 $87,879 - $103,153	-976 Reduced 17.95%	4,460 $469,000
Q3 2023 Nov 13, 2023	SELL	$93.72 - $101.39 $20,899 - $22,609	-223 Reduced 3.94%	5,436 $512,000
Q2 2023 Aug 14, 2023	BUY	$89.03 - $97.84 $98,912 - $108,700	1,111 Added 24.43%	5,659 $553,000
Q1 2023 May 15, 2023	SELL	$84.12 - $93.15 $206,094 - $228,217	-2,450 Reduced 35.01%	4,548 $411,000
Q4 2022 Feb 14, 2023	SELL	$79.44 - $90.48 $37,098 - $42,254	-467 Reduced 6.26%	6,998 $593,000
Q3 2022 Nov 14, 2022	BUY	$79.54 - $95.9 $16,226 - $19,563	204 Added 2.81%	7,465 $594,000
Q2 2022 Aug 15, 2022	BUY	$80.96 - $102.19 $96,423 - $121,708	1,191 Added 19.62%	7,261 $608,000
Q1 2022 May 16, 2022	BUY	$93.09 - $107.63 $25,134 - $29,060	270 Added 4.66%	6,070 $613,000
Q4 2021 May 16, 2022	BUY	$98.24 - $107.61 $569,792 - $624,138	5,800 New	5,800 $620,000

Others Institutions Holding ITOT

# of Institutions

1,576

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
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Resurgent Financial Advisors LLC Ishares Core S&P Total U.S. St Transaction History