Primoris Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Primoris Wealth Advisors, LLC

$135 Million
Q2 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 6,901 shares of IWO stock, worth $2.26 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

6,901

Previous 21,298 67.6%

Holding current value

$2.26 Million

Previous $5.44 Million 63.76%

% of portfolio

1.46%

Previous 4.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$224.16 - $285.86 $3.23 Million - $4.12 Million	-14,397 Reduced 67.6%	6,901 $1.97 Million
Q1 2025 Apr 24, 2025	SELL	$254.58 - $302.92 $123,725 - $147,219	-486 Reduced 2.23%	21,298 $5.44 Million
Q4 2024 Feb 13, 2025	BUY	$278.19 - $315.36 $4.5 Million - $5.1 Million	16,169 Added 287.96%	21,784 $6.27 Million
Q3 2024 Nov 01, 2024	SELL	$256.4 - $289.78 $9,486 - $10,721	-37 Reduced 0.65%	5,615 $1.59 Million
Q2 2024 Aug 01, 2024	SELL	$245.29 - $268.7 $2.44 Million - $2.67 Million	-9,933 Reduced 63.73%	5,652 $1.48 Million
Q1 2024 May 07, 2024	BUY	$239.5 - $270.8 $3.73 Million - $4.22 Million	15,585 New	15,585 $4.22 Million

Others Institutions Holding IWO

# of Institutions

1,104

Shares Held

33.2M

Call Options Held

45.7K

Put Options Held

26.2K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Primoris Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History