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

Resurgent Financial Advisors LLC

  • $194 Million
  • Q1 2024

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 4,548 shares of IVE stock, worth $826,098. This represents 0.44% of its overall portfolio holdings.

Number of Shares
4,548
Previous 1,773 156.51%
Holding current value
$826,098
Previous $308,000 175.65%
% of portfolio
0.44%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$140.72 - $151.79 $4,503 - $4,857
-32 Reduced 0.29%
10,914 $1.58 Million
Q3 2022

Nov 14, 2022
BUY
$133.06 - $150.96 $11,975 - $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
1,423
Shares Held
138M
Call Options Held
124K
Put Options Held
11.6K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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