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 $5.4 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
22,755Holding current value
$5.4 Million% of portfolio
3.71%Shares
1 transactions
Others Institutions Holding IWM
# of Institutions
3,022Shares Held
284MCall Options Held
197MPut Options Held
484M-
Bank Of America Corp Charlotte, NC36.9MShares$8.75 Billion0.62% of portfolio
-
Morgan Stanley New York, NY18.2MShares$4.31 Billion0.28% of portfolio
-
Goldman Sachs Group Inc New York, NY15.1MShares$3.58 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$3.13 Billion0.63% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$2.12 Billion0.04% of portfolio