Resurgent Financial Advisors LLC Ishares Iboxx $ Investment Gra Transaction History

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 3,416 shares of LQD stock, worth $370,396. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,416

Previous 2,889 18.24%

Holding current value

$370,396

Previous $309,000 24.6%

% of portfolio

0.23%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$106.11 - $113.72 $55,919 - $59,930	527 Added 18.24%	3,416 $385,000
Q2 2024 Aug 14, 2024	BUY	$104.54 - $108.46 $1,254 - $1,301	12 Added 0.42%	2,889 $309,000
Q1 2024 May 10, 2024	SELL	$106.98 - $110.63 $151,911 - $157,094	-1,420 Reduced 33.05%	2,877 $313,000
Q4 2023 Feb 09, 2024	BUY	$98.28 - $111.36 $123,243 - $139,645	1,254 Added 41.21%	4,297 $475,000
Q3 2023 Nov 13, 2023	BUY	$102.02 - $108.51 $222,097 - $236,226	2,177 Added 251.39%	3,043 $310,000
Q2 2023 Aug 14, 2023	BUY	$106.02 - $110.43 $12,192 - $12,699	115 Added 15.31%	866 $93,000
Q1 2023 May 15, 2023	SELL	$104.89 - $111.81 $43,004 - $45,842	-410 Reduced 35.31%	751 $82,000
Q4 2022 Feb 14, 2023	BUY	$99.2 - $110.03 $115,171 - $127,744	1,161 New	1,161 $122,000

Others Institutions Holding LQD

# of Institutions

1,183

Shares Held

247M

Call Options Held

39.5M

Put Options Held

38.7M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

Track This Portfolio

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.

Account

Resurgent Financial Advisors LLC Ishares Iboxx $ Investment Gra Transaction History