Resurgent Financial Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Resurgent Financial Advisors LLC

  • $163 Million
  • Q2 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 18,509 shares of IWD stock, worth $3.5 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
18,509
Previous 34,174 45.84%
Holding current value
$3.5 Million
Previous $6.12 Million 47.24%
% of portfolio
1.98%
Previous 3.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$169.4 - $179.05 $2.65 Million - $2.8 Million
-15,665 Reduced 45.84%
18,509 $3.23 Million
Q1 2024

May 10, 2024
BUY
$161.84 - $179.11 $2.76 Million - $3.05 Million
17,042 Added 99.47%
34,174 $6.12 Million
Q4 2023

Feb 09, 2024
SELL
$143.69 - $165.7 $383,939 - $442,750
-2,672 Reduced 13.49%
17,132 $2.83 Million
Q3 2023

Nov 13, 2023
BUY
$151.73 - $163.56 $37,477 - $40,399
247 Added 1.26%
19,804 $3.01 Million
Q2 2023

Aug 14, 2023
BUY
$148.55 - $157.83 $150,035 - $159,408
1,010 Added 5.45%
19,557 $3.09 Million
Q1 2023

May 15, 2023
SELL
$145.2 - $161.56 $236,675 - $263,342
-1,630 Reduced 8.08%
18,547 $2.82 Million
Q4 2022

Feb 14, 2023
BUY
$136.78 - $158.99 $916,015 - $1.06 Million
6,697 Added 49.68%
20,177 $3.06 Million
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $440,607 - $522,126
3,240 Added 31.64%
13,480 $1.83 Million
Q2 2022

Aug 15, 2022
BUY
$140.99 - $168.41 $1.18 Million - $1.41 Million
8,355 Added 443.24%
10,240 $1.48 Million
Q1 2022

May 16, 2022
BUY
$157.15 - $170.51 $296,227 - $321,411
1,885 New
1,885 $313,000

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Resurgent Financial Advisors LLC Portfolio

Follow Resurgent Financial Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email