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

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024

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 5,615 shares of IWO stock, worth $1.59 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
5,615
Previous 5,652 0.65%
Holding current value
$1.59 Million
Previous $1.48 Million 7.48%
% of portfolio
1.15%
Previous 1.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,011
Shares Held
33.5M
Call Options Held
84K
Put Options Held
36K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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