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 $223,755. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,250
Previous 5,250
-0.0%
Holding current value
$223,755
Previous $277,000
7.94%
% of portfolio
0.19%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding IHF
# of Institutions
221Shares Held
5.62MCall Options Held
9.6KPut Options Held
100-
Morgan Stanley New York, NY788KShares$33.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC361KShares$15.4 Million0.0% of portfolio
-
Wharton Business Group, LLC Malvern, PA335KShares$14.3 Million0.8% of portfolio
-
Lpl Financial LLC Fort Mill, SC267KShares$11.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc220KShares$9.36 Million0.0% of portfolio