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

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

  • $497 Billion
  • Q3 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 7,764 shares of IWX stock, worth $619,489. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,764
Previous 3,904 98.87%
Holding current value
$619,489
Previous $292 Million 116.02%
% of portfolio
0.13%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
197
Shares Held
51.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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