Resurgent Financial Advisors LLC Ishares S&P 500 Value ETF Transaction History

Resurgent Financial Advisors LLC

$174 Million
Q2 2025

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 5,745 shares of IVE stock, worth $1.18 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

5,745

Previous 5,404 6.31%

Holding current value

$1.18 Million

Previous $1.03 Million 9.04%

% of portfolio

0.65%

Previous 0.64%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$168.34 - $195.42 $57,403 - $66,638	341 Added 6.31%	5,745 $1.12 Million
Q1 2025 May 05, 2025	BUY	$185.78 - $198.58 $280,342 - $299,657	1,509 Added 38.74%	5,404 $1.03 Million
Q4 2024 Feb 13, 2025	SELL	$189.5 - $206.17 $173,013 - $188,233	-913 Reduced 18.99%	3,895 $743,000
Q3 2024 Nov 14, 2024	BUY	$181.06 - $197.17 $23,175 - $25,237	128 Added 2.74%	4,808 $947,000
Q2 2024 Aug 14, 2024	BUY	$176.58 - $186.7 $23,308 - $24,644	132 Added 2.9%	4,680 $851,000
Q1 2024 May 10, 2024	BUY	$171.09 - $186.81 $474,774 - $518,397	2,775 Added 156.51%	4,548 $849,000
Q4 2023 Feb 09, 2024	BUY	$147.64 - $174.21 $261,765 - $308,874	1,773 New	1,773 $308,000
Q4 2022 Feb 14, 2023	SELL	$129.68 - $151.79 $4,149 - $4,857	-32 Reduced 0.29%	10,914 $1.58 Million
Q3 2022 Nov 14, 2022	BUY	$128.52 - $150.96 $11,566 - $13,586	90 Added 0.83%	10,946 $1.41 Million
Q2 2022 Aug 15, 2022	BUY	$133.27 - $158.52 $1.45 Million - $1.72 Million	10,856 New	10,856 $1.49 Million

Others Institutions Holding IVE

# of Institutions

1,714

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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 S&P 500 Value ETF Transaction History