Primoris Wealth Advisors, LLC Ishares Tr Transaction History

Primoris Wealth Advisors, LLC

  • $125 Million
  • Q1 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 19,265 shares of IAK stock, worth $2.17 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
19,265
Previous 15,700 22.71%
Holding current value
$2.17 Million
Previous $1.57 Million 43.92%
% of portfolio
1.81%
Previous 1.48%

Shares

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

May 07, 2024
BUY
$101.06 - $117.39 $360,278 - $418,495
3,565 Added 22.71%
19,265 $2.26 Million
Q4 2023

Feb 15, 2024
BUY
$89.71 - $100.92 $1.41 Million - $1.58 Million
15,700 New
15,700 $1.57 Million

Others Institutions Holding IAK

# of Institutions
119
Shares Held
3.85M
Call Options Held
3.3K
Put Options Held
1.4K
View Full List

About ISHARES TR

IAK Quotes by TradingView
  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
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