Primoris Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Primoris Wealth Advisors, LLC
- $139 Million
- Q3 2024
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 11,695 shares of IJH stock, worth $755,029. This represents 0.52% of its overall portfolio holdings.
Number of Shares
11,695
Previous 11,695
-0.0%
Holding current value
$755,029
Previous $684,000
6.43%
% of portfolio
0.52%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding IJH
# of Institutions
2,465Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.91 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.2 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.08 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.66 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.46 Billion0.19% of portfolio