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 $527,905. This represents 0.39% of its overall portfolio holdings.

Number of Shares
4,619
Previous 4,639 0.43%
Holding current value
$527,905
Previous $494,000 9.31%
% of portfolio
0.39%
Previous 0.39%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,524
Shares Held
494M
Call Options Held
771K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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