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

Resurgent Financial Advisors LLC

  • $194 Million
  • Q1 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 10,845 shares of IVV stock, worth $6.06 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
10,845
Previous 8,059 34.57%
Holding current value
$6.06 Million
Previous $3.85 Million 48.12%
% of portfolio
2.94%
Previous 2.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$469.56 - $525.73 $1.31 Million - $1.46 Million
2,786 Added 34.57%
10,845 $5.7 Million
Q4 2023

Feb 09, 2024
SELL
$412.55 - $479.0 $563,955 - $654,793
-1,367 Reduced 14.5%
8,059 $3.85 Million
Q3 2023

Nov 13, 2023
BUY
$427.76 - $460.18 $519,728 - $559,118
1,215 Added 14.8%
9,426 $4.05 Million
Q2 2023

Aug 14, 2023
SELL
$406.17 - $445.71 $556,452 - $610,622
-1,370 Reduced 14.3%
8,211 $3.66 Million
Q1 2023

May 15, 2023
SELL
$381.13 - $418.66 $165,791 - $182,117
-435 Reduced 4.34%
9,581 $3.94 Million
Q4 2022

Feb 14, 2023
BUY
$374.51 - $409.32 $835,906 - $913,602
2,232 Added 28.67%
10,016 $3.85 Million
Q3 2022

Nov 14, 2022
SELL
$371.42 - $432.04 $133,339 - $155,102
-359 Reduced 4.41%
7,784 $2.79 Million
Q2 2022

Aug 15, 2022
BUY
$366.99 - $458.8 $692,510 - $865,755
1,887 Added 30.16%
8,143 $3.09 Million
Q1 2022

May 16, 2022
BUY
$418.06 - $479.84 $484,949 - $556,614
1,160 Added 22.76%
6,256 $2.84 Million
Q4 2021

May 16, 2022
BUY
$430.29 - $479.53 $2.19 Million - $2.44 Million
5,096 New
5,096 $2.43 Million

Others Institutions Holding IVV

# of Institutions
3,254
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
View Full List

About ISHARES CORE S&P 500 ETF

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