B.O.S.S. Retirement Advisors, LLC Ishares Russell Midcap Value E Transaction History

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

  • $398 Billion
  • Q2 2025

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 24,048 shares of IWS stock, worth $3.22 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
24,048
Previous 20,466 17.5%
Holding current value
$3.22 Million
Previous $2.58 Billion 23.25%
% of portfolio
0.8%
Previous 0.75%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$110.58 - $132.14 $396,097 - $473,325
3,582 Added 17.5%
24,048 $3.18 Billion
Q1 2025

Apr 23, 2025
SELL
$122.59 - $135.24 $158,999 - $175,406
-1,297 Reduced 5.96%
20,466 $2.58 Billion
Q4 2024

Jan 21, 2025
BUY
$128.08 - $140.32 $2.52 Million - $2.76 Million
19,697 Added 953.39%
21,763 $2.81 Billion
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

# of Institutions
1,027
Shares Held
94.4M
Call Options Held
9.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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