B.O.S.S. Retirement Advisors, LLC Ishares Tr Russell 200 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 Tr Russell 200 Value E stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 75,746 shares of IWX stock, worth $6.3 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
75,746
Previous 7,764
875.61%
Holding current value
$6.3 Million
Previous $631 Million
848.71%
% of portfolio
1.67%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding IWX
# of Institutions
199Shares Held
50.7MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.6MShares$881 Million2.58% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$675 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.85MShares$570 Million1.99% of portfolio
-
Envestnet Asset Management Inc6.02MShares$500 Million0.16% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$480 Million7.1% of portfolio