Primoris Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Primoris Wealth Advisors, LLC
- $148 Million
- Q3 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 12,424 shares of IJH stock, worth $797,620. This represents 0.55% of its overall portfolio holdings.
Number of Shares
12,424
Previous 12,434
0.08%
Holding current value
$797,620
Previous $771,000
5.06%
% of portfolio
0.55%
Previous 0.57%
Shares
6 transactions
Others Institutions Holding IJH
# of Institutions
2,771Shares Held
1.17BCall Options Held
569KPut Options Held
75.3K-
Northwestern Mutual Wealth Management CO123MShares$7.87 Billion5.43% of portfolio
-
Bank Of America Corp Charlotte, NC67.9MShares$4.36 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA52.5MShares$3.37 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL38.7MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY37MShares$2.38 Billion0.15% of portfolio