A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 2,495 shares of IYW stock, worth $391,615. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,495
Previous 2,564 2.69%
Holding current value
$391,615
Previous $314,000 7.01%
% of portfolio
0.17%
Previous 0.19%

Shares

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

May 10, 2024

SELL
$117.5 - $136.59 $8,107 - $9,424
-69 Reduced 2.69%
2,495 $336,000
Q4 2023

Feb 09, 2024

BUY
$101.31 - $123.31 $132,209 - $160,919
1,305 Added 103.65%
2,564 $314,000
Q3 2023

Nov 13, 2023

SELL
$103.39 - $113.67 $57,381 - $63,086
-555 Reduced 30.6%
1,259 $132,000
Q2 2023

Aug 14, 2023

BUY
$88.68 - $109.37 $20,307 - $25,045
229 Added 14.45%
1,814 $197,000
Q1 2023

May 15, 2023

BUY
$72.54 - $92.81 $29,378 - $37,588
405 Added 34.32%
1,585 $147,000
Q4 2022

Feb 14, 2023

BUY
$71.71 - $81.72 $84,617 - $96,429
1,180 New
1,180 $87,000

Others Institutions Holding IYW

About ISHARES DJ US TECH ETF


  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
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.