A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 2,066 shares of IWS stock, worth $271,100. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,066
Holding current value
$271,100
% of portfolio
0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$119.52 - $132.25 $246,928 - $273,228
2,066 New
2,066 $273 Million
Q4 2023

Jan 25, 2024

BUY
$97.63 - $117.08 $2.05 Million - $2.46 Million
20,993 New
20,993 $2.44 Billion
Q4 2023

Jan 19, 2024

SELL
$97.63 - $117.08 $2.06 Million - $2.46 Million
-21,051 Closed
0 $2.44 Billion
Q4 2023

Jan 08, 2024

SELL
$97.63 - $117.08 $42,078 - $50,461
-431 Reduced 2.01%
21,051 $2.2 Billion
Q3 2023

Oct 17, 2023

BUY
$103.48 - $114.68 $316,959 - $351,264
3,063 Added 16.63%
21,482 $2.24 Billion
Q2 2023

Jul 10, 2023

BUY
$101.5 - $109.84 $244,716 - $264,824
2,411 Added 15.06%
18,419 $2.02 Billion
Q1 2023

Apr 17, 2023

BUY
$100.22 - $116.23 $92,402 - $107,164
922 Added 6.11%
16,008 $1.7 Billion
Q4 2022

Feb 06, 2023

BUY
$96.57 - $111.69 $1.46 Million - $1.68 Million
15,086 New
15,086 $1.59 Billion

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track B.O.S.S. Retirement Advisors, LLC Portfolio

Follow B.O.S.S. Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.