Resurgent Financial Advisors LLC Ishares Tr Transaction History

Resurgent Financial Advisors LLC

$194 Million
Q1 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 1,823 shares of SHV stock, worth $201,441. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,823

Previous 2,085 12.57%

Holding current value

$201,441

Previous $229,000 12.23%

% of portfolio

0.1%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$110.11 - $110.57 $28,848 - $28,969	-262 Reduced 12.57%	1,823 $201,000
Q4 2023 Feb 09, 2024	BUY	$109.86 - $110.59 $187,421 - $188,666	1,706 Added 450.13%	2,085 $229,000
Q3 2023 Nov 13, 2023	SELL	$109.99 - $110.5 $45,095 - $45,305	-410 Reduced 51.96%	379 $41,000
Q2 2023 Aug 14, 2023	SELL	$110.0 - $110.45 $34,210 - $34,349	-311 Reduced 28.27%	789 $87,000
Q1 2023 May 15, 2023	SELL	$109.94 - $110.5 $14,841 - $14,917	-135 Reduced 10.93%	1,100 $121,000

Q4 2022 Feb 14, 2023	SELL	$109.74 - $110.1 $440,825 - $442,271	-4,017 Reduced 76.49%	1,235 $135,000
Q3 2022 Nov 14, 2022	SELL	$109.92 - $110.13 $646,879 - $648,115	-5,885 Reduced 52.84%	5,252 $578,000
Q2 2022 Aug 15, 2022	BUY	$109.96 - $110.28 $1.22 Million - $1.23 Million	11,137 New	11,137 $1.23 Million

Others Institutions Holding SHV

# of Institutions

710

Shares Held

94.4M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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Resurgent Financial Advisors LLC Ishares Tr Transaction History