B.O.S.S. Retirement Advisors, LLC Ishares Tr Russell 200 Value E Transaction History

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

$418 Billion
Q3 2025

A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 61,743 shares of IWX stock, worth $5.51 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

61,743

Previous 68,075 9.3%

Holding current value

$5.51 Million

Previous $5.73 Billion 5.33%

% of portfolio

1.3%

Previous 1.44%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$83.04 - $87.88 $525,809 - $556,456	-6,332 Reduced 9.3%	61,743 $5.43 Billion
Q2 2025 Jul 18, 2025	SELL	$73.26 - $84.19 $181,977 - $209,127	-2,484 Reduced 3.52%	68,075 $5.73 Billion
Q1 2025 Apr 23, 2025	SELL	$78.54 - $84.86 $407,386 - $440,168	-5,187 Reduced 6.85%	70,559 $5.8 Billion
Q4 2024 Jan 21, 2025	BUY	$78.25 - $85.17 $5.32 Million - $5.79 Million	67,982 Added 875.61%	75,746 $5.99 Billion
Q3 2024 Oct 16, 2024	BUY	$74.49 - $81.27 $287,531 - $313,702	3,860 Added 98.87%	7,764 $631 Million

Q2 2024 Jul 12, 2024	BUY	$72.57 - $76.65 $283,313 - $299,241	3,904 New	3,904 $292 Million
Q4 2023 Jan 25, 2024	BUY	$62.27 - $70.35 $3.99 Million - $4.51 Million	64,059 New	64,059 $4.49 Billion
Q4 2023 Jan 19, 2024	SELL	$62.27 - $70.35 $3.99 Million - $4.5 Million	-64,034 Closed	0 $4.49 Billion
Q4 2023 Jan 08, 2024	SELL	$62.27 - $70.35 $80,328 - $90,751	-1,290 Reduced 1.97%	64,034 $4.19 Billion
Q3 2023 Oct 17, 2023	BUY	$65.37 - $69.65 $447,915 - $477,241	6,852 Added 11.72%	65,324 $4.27 Billion
Q2 2023 Jul 10, 2023	BUY	$64.02 - $67.44 $524,771 - $552,805	8,197 Added 16.3%	58,472 $3.94 Billion
Q1 2023 Apr 17, 2023	BUY	$62.44 - $68.0 $233,900 - $254,728	3,746 Added 8.05%	50,275 $3.27 Billion
Q4 2022 Feb 06, 2023	BUY	$58.03 - $67.72 $2.7 Million - $3.15 Million	46,529 New	46,529 $3.02 Billion

Others Institutions Holding IWX

# of Institutions

238

Shares Held

45.2M

Call Options Held

Put Options Held

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B.O.S.S. Retirement Advisors, LLC Ishares Tr Russell 200 Value E Transaction History