Primoris Wealth Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History

Primoris Wealth Advisors, LLC

$148 Million
Q3 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 6,186 shares of IHI stock, worth $385,449. This represents 0.25% of its overall portfolio holdings.

Number of Shares

6,186

Previous 6,686 7.48%

Holding current value

$385,449

Previous $418,000 11.24%

% of portfolio

0.25%

Previous 0.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$59.29 - $62.87 $29,645 - $31,435	-500 Reduced 7.48%	6,186 $371,000
Q2 2025 Jul 29, 2025	SELL	$54.27 - $63.01 $16,281 - $18,903	-300 Reduced 4.29%	6,686 $418,000
Q4 2024 Feb 13, 2025	SELL	$57.38 - $61.11 $14,345 - $15,277	-250 Reduced 3.45%	6,986 $407,000
Q3 2024 Nov 01, 2024	BUY	$54.38 - $59.77 $54 - $59	1 Added 0.01%	7,236 $428,000
Q1 2024 May 07, 2024	SELL	$52.72 - $58.68 $5,272 - $5,868	-100 Reduced 1.36%	7,235 $423,000

Q4 2023 Feb 15, 2024	SELL	$44.46 - $54.12 $800,280 - $974,160	-18,000 Reduced 71.05%	7,335 $395,000
Q3 2023 Oct 31, 2023	SELL	$48.19 - $57.76 $12,047 - $14,440	-250 Reduced 0.98%	25,335 $1.23 Million
Q2 2023 Aug 03, 2023	SELL	$52.68 - $57.17 $5,215 - $5,659	-99 Reduced 0.39%	25,585 $1.44 Million
Q4 2022 Feb 03, 2023	SELL	$47.29 - $54.28 $34,379 - $39,461	-727 Reduced 2.75%	25,684 $1.35 Million
Q3 2022 Oct 20, 2022	SELL	$47.07 - $55.56 $254,931 - $300,912	-5,416 Reduced 17.02%	26,411 $1.24 Million
Q2 2022 Jul 29, 2022	SELL	$47.65 - $62.2 $19,060 - $24,880	-400 Reduced 1.24%	31,827 $1.6 Million
Q1 2022 Apr 29, 2022	SELL	$55.84 - $65.41 $145,184 - $170,066	-2,600 Reduced 7.47%	32,227 $1.96 Million
Q4 2021 Feb 08, 2022	BUY	$61.58 - $66.32 $2.14 Million - $2.31 Million	34,827 New	34,827 $2.3 Million

Others Institutions Holding IHI

# of Institutions

615

Shares Held

31.3M

Call Options Held

258K

Put Options Held

100K

View Full List

About ISHARES TR DOW JONES US MEDICA

Ticker IHI
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Primoris Wealth Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History