Primoris Wealth Advisors, LLC Ishares Tr Transaction History
Primoris Wealth Advisors, LLC
- $135 Million
- Q2 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 5,250 shares of IHF stock, worth $268,957. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,250
Previous 5,250
-0.0%
Holding current value
$268,957
Previous $277,000
7.94%
% of portfolio
0.19%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding IHF
# of Institutions
225Shares Held
6.33MCall Options Held
8.4KPut Options Held
8.6K-
Morgan Stanley New York, NY854KShares$43.8 Million0.0% of portfolio
-
Two Sigma Investments, LP New York, NY443KShares$22.7 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC384KShares$19.6 Million0.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA336KShares$17.2 Million0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC249KShares$12.7 Million0.0% of portfolio