Resurgent Financial Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Resurgent Financial Advisors LLC

  • $170 Million
  • Q3 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 21,815 shares of IWD stock, worth $4.05 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
21,815
Previous 18,509 17.86%
Holding current value
$4.05 Million
Previous $3.23 Million 28.21%
% of portfolio
2.44%
Previous 1.98%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$173.36 - $189.8 $573,128 - $627,478
3,306 Added 17.86%
21,815 $4.14 Million
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
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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