Resurgent Financial Advisors LLC Ishares Russell 2000 ETF Transaction History

Resurgent Financial Advisors LLC

  • $174 Million
  • Q2 2025

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 6,171 shares of IWM stock, worth $1.36 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
6,171
Previous 1,415 336.11%
Holding current value
$1.36 Million
Previous $282,000 371.99%
% of portfolio
0.77%
Previous 0.18%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$174.82 - $215.79 $831,443 - $1.03 Million
4,756 Added 336.11%
6,171 $1.33 Million
Q1 2025

May 05, 2025
BUY
$198.1 - $229.79 $280,311 - $325,152
1,415 New
1,415 $282,000
Q3 2023

Nov 13, 2023
SELL
$174.36 - $198.71 $523 - $596
-3 Reduced 0.62%
480 $84,000
Q2 2023

Aug 14, 2023
SELL
$170.4 - $187.93 $34,080 - $37,586
-200 Reduced 29.28%
483 $90,000
Q1 2023

May 15, 2023
SELL
$170.25 - $198.32 $11,577 - $13,485
-68 Reduced 9.05%
683 $121,000
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $125,274 - $141,225
751 New
751 $130,000
Q2 2022

Aug 15, 2022
SELL
$163.9 - $207.91 $70,968 - $90,025
-433 Reduced 2.96%
14,204 $2.41 Million
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $1.29 Million - $1.52 Million
-6,758 Reduced 31.59%
14,637 $3 Million
Q4 2021

May 16, 2022
BUY
$212.12 - $242.56 $4.54 Million - $5.19 Million
21,395 New
21,395 $4.76 Million

Others Institutions Holding IWM

# of Institutions
2,902
Shares Held
316M
Call Options Held
232M
Put Options Held
550M
View Full List

About ISHARES RUSSELL 2000 ETF

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