B.O.S.S. Retirement Advisors, LLC Ishares Tr Russell 200 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 Tr Russell 200 Value E stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 68,075 shares of IWX stock, worth $5.76 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
68,075
Previous 70,559 3.52%
Holding current value
$5.76 Million
Previous $5.8 Billion 1.16%
% of portfolio
1.44%
Previous 1.68%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
226
Shares Held
46.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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