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

Primoris Wealth Advisors, LLC

  • $128 Million
  • Q4 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 21,784 shares of IWO stock, worth $6.17 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares
21,784
Previous 5,615 287.96%
Holding current value
$6.17 Million
Previous $1.59 Million 293.29%
% of portfolio
4.91%
Previous 1.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,160
Shares Held
35.3M
Call Options Held
174K
Put Options Held
60.5K
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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