B.O.S.S. Retirement Advisors, LLC Ishares Tr Russell 200 Growth 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 Tr Russell 200 Growth stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 42,089 shares of IWY stock, worth $10.7 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares

42,089

Previous 41,158 2.26%

Holding current value

$10.7 Million

Previous $8.68 Billion 19.51%

% of portfolio

2.61%

Previous 2.52%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$187.5 - $246.51 $174,562 - $229,500	931 Added 2.26%	42,089 $10.4 Billion
Q1 2025 Apr 23, 2025	SELL	$210.19 - $243.33 $774,760 - $896,914	-3,686 Reduced 8.22%	41,158 $8.68 Billion
Q4 2024 Jan 21, 2025	BUY	$216.72 - $244.71 $8.64 Million - $9.76 Million	39,881 Added 803.57%	44,844 $10.6 Billion
Q3 2024 Oct 16, 2024	BUY	$194.66 - $225.97 $533,563 - $619,383	2,741 Added 123.36%	4,963 $1.09 Billion
Q2 2024 Jul 12, 2024	BUY	$183.56 - $216.15 $407,870 - $480,285	2,222 New	2,222 $477 Million
Q4 2023 Jan 25, 2024	BUY	$149.01 - $175.92 $6.31 Million - $7.45 Million	42,371 New	42,371 $7.42 Billion
Q4 2023 Jan 19, 2024	SELL	$149.01 - $175.92 $6.06 Million - $7.15 Million	-40,649 Closed	0 $7.42 Billion
Q4 2023 Jan 08, 2024	SELL	$149.01 - $175.92 $122,486 - $144,606	-822 Reduced 1.98%	40,649 $6.25 Billion
Q3 2023 Oct 17, 2023	BUY	$152.69 - $164.44 $911,711 - $981,871	5,971 Added 16.82%	41,471 $6.38 Billion
Q2 2023 Jul 10, 2023	BUY	$136.24 - $158.56 $608,175 - $707,811	4,464 Added 14.38%	35,500 $5.63 Billion
Q1 2023 Apr 17, 2023	BUY	$117.74 - $138.93 $206,633 - $243,822	1,755 Added 5.99%	31,036 $4.31 Billion
Q4 2022 Feb 06, 2023	BUY	$117.55 - $131.34 $3.44 Million - $3.85 Million	29,281 New	29,281 $3.53 Billion

Others Institutions Holding IWY

# of Institutions

606

Shares Held

52.5M

Call Options Held

4.7K

Put Options Held

6.5K

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About ISHARES TR RUSSELL 200 GROWTH

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