Resurgent Financial Advisors LLC Ishares Tr Transaction History

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

725

Shares Held

103M

Call Options Held

3.8K

Put Options Held

0

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Jpmorgan Chase & CO New York, NY

9.03M
Shares

$995 Million
0.08% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$835 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.26M
Shares

$689 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.71M
Shares

$409 Million
0.09% of portfolio

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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.