Primoris Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Primoris Wealth Advisors, LLC
- $119 Million
- Q1 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 12,433 shares of IJH stock, worth $707,562. This represents 0.61% of its overall portfolio holdings.
Number of Shares
12,433
Previous 11,690
6.36%
Holding current value
$707,562
Previous $728,000
0.41%
% of portfolio
0.61%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding IJH
# of Institutions
2,661Shares Held
1.16BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.3 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$3.86 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$2.92 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.42 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.22 Billion0.2% of portfolio