Primoris Wealth Advisors, LLC Ishares Core S&P Sm 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 Sm Cap ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 4,619 shares of IJR stock, worth $556,173. This represents 0.39% of its overall portfolio holdings.

Number of Shares

4,619

Previous 4,639 0.43%

Holding current value

$556,173

Previous $494,000 9.31%

% of portfolio

0.39%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$105.53 - $118.34 $2,110 - $2,366	-20 Reduced 0.43%	4,619 $540,000
Q1 2024 May 07, 2024	BUY	$102.35 - $110.52 $102 - $110	1 Added 0.02%	4,639 $512,000
Q4 2023 Feb 15, 2024	BUY	$87.61 - $110.11 $406,335 - $510,690	4,638 New	4,638 $502,000
Q2 2022 Jul 29, 2022	SELL	$89.03 - $109.02 $217,856 - $266,771	-2,447 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$102.32 - $116.69 $18,724 - $21,354	-183 Reduced 6.96%	2,447 $265,000
Q4 2021 Feb 08, 2022	BUY	$108.26 - $120.32 $284,723 - $316,441	2,630 New	2,630 $299,000

Others Institutions Holding IJR

# of Institutions

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Primoris Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History