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

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

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 $583,924. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,490

Previous 4,490 -0.0%

Holding current value

$583,924

Previous $533,000 5.82%

% of portfolio

0.33%

Previous 0.33%

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

1,377

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

View Full List

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

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

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 Total U.S. St Transaction History