Resurgent Financial Advisors LLC Ishares Core Total Usd Bond Ma Transaction History

Resurgent Financial Advisors LLC

$168 Million
Q4 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 47,303 shares of IUSB stock, worth $2.16 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

47,303

Previous 48,600 2.67%

Holding current value

$2.16 Million

Previous $2.29 Million 6.64%

% of portfolio

1.27%

Previous 1.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$45.07 - $47.1 $58,455 - $61,088	-1,297 Reduced 2.67%	47,303 $2.14 Million
Q3 2024 Nov 14, 2024	BUY	$44.83 - $47.42 $455,652 - $481,976	10,164 Added 26.44%	48,600 $2.29 Million
Q2 2024 Aug 14, 2024	BUY	$44.3 - $45.58 $64,234 - $66,091	1,450 Added 3.92%	38,436 $1.74 Million
Q1 2024 May 10, 2024	BUY	$45.02 - $46.27 $462,940 - $475,794	10,283 Added 38.51%	36,986 $1.69 Million
Q4 2023 Feb 09, 2024	BUY	$42.6 - $46.25 $125,712 - $136,483	2,951 Added 12.42%	26,703 $1.23 Million
Q3 2023 Nov 13, 2023	BUY	$43.62 - $45.64 $65,473 - $68,505	1,501 Added 6.75%	23,752 $1.04 Million
Q2 2023 Aug 14, 2023	BUY	$45.12 - $46.45 $84,780 - $87,279	1,879 Added 9.22%	22,251 $1.01 Million
Q1 2023 May 15, 2023	BUY	$44.68 - $46.69 $372,497 - $389,254	8,337 Added 69.27%	20,372 $940,000
Q4 2022 Feb 14, 2023	SELL	$43.31 - $46.11 $68,126 - $72,531	-1,573 Reduced 11.56%	12,035 $540,000
Q3 2022 Nov 14, 2022	SELL	$44.1 - $48.01 $10,231 - $11,138	-232 Reduced 1.68%	13,608 $606,000
Q2 2022 Aug 15, 2022	BUY	$45.73 - $49.5 $297,473 - $321,997	6,505 Added 88.68%	13,840 $648,000
Q1 2022 May 16, 2022	BUY	$49.13 - $52.58 $360,368 - $385,674	7,335 New	7,335 $364,000

Others Institutions Holding IUSB

# of Institutions

764

Shares Held

700M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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Resurgent Financial Advisors LLC Ishares Core Total Usd Bond Ma Transaction History