Primoris Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 22,755 shares of IWM stock, worth $5.58 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares
22,755
Holding current value
$5.58 Million
% of portfolio
3.71%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$214.92 - $244.84 $4.89 Million - $5.57 Million
22,755 New
22,755 $5.51 Million

Others Institutions Holding IWM

# of Institutions
2,947
Shares Held
304M
Call Options Held
284M
Put Options Held
615M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email