B.O.S.S. Retirement Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

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

$345 Billion
Q1 2025

A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 12,314 shares of IWP stock, worth $1.7 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

12,314

Previous 14,830 16.97%

Holding current value

$1.7 Million

Previous $1.88 Billion 23.03%

% of portfolio

0.42%

Previous 0.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$114.9 - $139.6 $289,088 - $351,233	-2,516 Reduced 16.97%	12,314 $1.45 Billion
Q4 2024 Jan 21, 2025	BUY	$116.4 - $138.52 $1.73 Million - $2.05 Million	14,830 New	14,830 $1.88 Billion
Q4 2023 Jan 25, 2024	BUY	$85.66 - $105.12 $1.2 Million - $1.48 Million	14,051 New	14,051 $1.47 Billion
Q4 2023 Jan 19, 2024	SELL	$85.66 - $105.12 $629,515 - $772,526	-7,349 Closed	0 $1.47 Billion
Q4 2023 Jan 08, 2024	SELL	$85.66 - $105.12 $13,362 - $16,398	-156 Reduced 2.08%	7,349 $671 Million
Q3 2023 Oct 17, 2023	SELL	$89.97 - $100.32 $141,972 - $158,304	-1,578 Reduced 17.37%	7,505 $686 Million
Q2 2023 Jul 10, 2023	BUY	$87.72 - $96.63 $26,228 - $28,892	299 Added 3.4%	9,083 $878 Million
Q1 2023 Apr 17, 2023	BUY	$82.89 - $94.68 $47,993 - $54,819	579 Added 7.06%	8,784 $800 Million
Q4 2022 Feb 06, 2023	BUY	$77.4 - $89.88 $635,067 - $737,465	8,205 New	8,205 $686 Million

Others Institutions Holding IWP

# of Institutions

1,225

Shares Held

134M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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B.O.S.S. Retirement Advisors, LLC Ishares Russell Mid Cap Growth Transaction History