Resurgent Financial Advisors LLC Ishares Russell Midcap Value E Transaction History

Resurgent Financial Advisors LLC

  • $168 Million
  • Q4 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 1,803 shares of IWS stock, worth $239,348. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,803
Previous 1,803 -0.0%
Holding current value
$239,348
Previous $238,000 2.1%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Aug 14, 2024
BUY
$117.31 - $125.13 $211,509 - $225,609
1,803 New
1,803 $217,000
Q4 2023

Feb 09, 2024
BUY
$97.63 - $117.08 $29,386 - $35,241
301 Added 74.88%
703 $81,000
Q3 2023

Nov 13, 2023
BUY
$103.48 - $114.68 $20,282 - $22,477
196 Added 95.15%
402 $41,000
Q1 2023

May 15, 2023
SELL
$100.22 - $116.23 $85,988 - $99,725
-858 Reduced 80.64%
206 $21,000
Q4 2022

Feb 14, 2023
BUY
$96.57 - $111.69 $102,750 - $118,838
1,064 New
1,064 $112,000

Others Institutions Holding IWS

# of Institutions
1,013
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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