Primoris Wealth Advisors, LLC Ishares Tr Transaction History

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 4,500 shares of IHF stock, worth $214,785. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,500
Previous 5,250 14.29%
Holding current value
$214,785
Previous $255,000 12.94%
% of portfolio
0.15%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$40.81 - $49.43 $30,607 - $37,072
-750 Reduced 14.29%
4,500 $222,000
Q1 2025

Apr 24, 2025
SELL
$47.84 - $53.21 $11,960 - $13,302
-250 Reduced 4.55%
5,250 $277,000
Q1 2024

May 07, 2024
BUY
$53.16 - $270.62 $233,903 - $1.19 Million
4,400 Added 400.0%
5,500 $299,000
Q4 2021

Feb 08, 2022
BUY
$251.93 - $291.68 $277,123 - $320,848
1,100 New
1,100 $320,000

Others Institutions Holding IHF

# of Institutions
222
Shares Held
7.47M
Call Options Held
58.7K
Put Options Held
25.1K
View Full List

About ISHARES TR

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