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

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

$358 Billion
Q4 2024

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 21,763 shares of IWS stock, worth $2.93 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

21,763

Previous 2,066 953.39%

Holding current value

$2.93 Million

Previous $273 Million 930.43%

% of portfolio

0.79%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

953

Shares Held

93.5M

Call Options Held

36.4K

Put Options Held

1.6K

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

Track This Portfolio

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.

Account

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