Resurgent Financial Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$70.56 - $78.63 $75,640 - $84,291	-1,072 Reduced 24.91%	3,232 $252,000
Q3 2023 Nov 13, 2023	BUY	$72.38 - $76.06 $15,489 - $16,276	214 Added 5.23%	4,304 $311,000
Q2 2023 Aug 14, 2023	BUY	$71.44 - $74.33 $18,931 - $19,697	265 Added 6.93%	4,090 $304,000
Q1 2023 May 15, 2023	SELL	$69.12 - $73.78 $8,847 - $9,443	-128 Reduced 3.24%	3,825 $278,000
Q4 2022 Feb 14, 2023	BUY	$65.75 - $75.5 $53,915 - $61,910	820 Added 26.17%	3,953 $285,000
Q3 2022 Nov 14, 2022	BUY	$66.1 - $76.63 $8,526 - $9,885	129 Added 4.29%	3,133 $207,000
Q2 2022 Aug 15, 2022	BUY	$66.73 - $79.1 $23,622 - $28,001	354 Added 13.36%	3,004 $211,000
Q1 2022 May 16, 2022	BUY	$71.88 - $80.4 $190,482 - $213,060	2,650 New	2,650 $206,000

Others Institutions Holding USMV

# of Institutions

1,284

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.94 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.45 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$913 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$883 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$477 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

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.