B.O.S.S. Retirement Advisors, LLC Ishares Russell Midcap 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 Russell Midcap Value E stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 21,763 shares of IWS stock, worth $2.72 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

21,763

Previous 2,066 953.39%

Holding current value

$2.72 Million

Previous $273 Million 930.43%

% of portfolio

0.79%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$128.08 - $140.32 $2.52 Million - $2.76 Million	19,697 Added 953.39%	21,763 $2.81 Billion
Q3 2024 Oct 16, 2024	BUY	$119.52 - $132.25 $246,928 - $273,228	2,066 New	2,066 $273 Million
Q4 2023 Jan 25, 2024	BUY	$97.63 - $117.08 $2.05 Million - $2.46 Million	20,993 New	20,993 $2.44 Billion
Q4 2023 Jan 19, 2024	SELL	$97.63 - $117.08 $2.06 Million - $2.46 Million	-21,051 Closed	0 $2.44 Billion
Q4 2023 Jan 08, 2024	SELL	$97.63 - $117.08 $42,078 - $50,461	-431 Reduced 2.01%	21,051 $2.2 Billion
Q3 2023 Oct 17, 2023	BUY	$103.48 - $114.68 $316,959 - $351,264	3,063 Added 16.63%	21,482 $2.24 Billion
Q2 2023 Jul 10, 2023	BUY	$101.5 - $109.84 $244,716 - $264,824	2,411 Added 15.06%	18,419 $2.02 Billion
Q1 2023 Apr 17, 2023	BUY	$100.22 - $116.23 $92,402 - $107,164	922 Added 6.11%	16,008 $1.7 Billion
Q4 2022 Feb 06, 2023	BUY	$96.57 - $111.69 $1.46 Million - $1.68 Million	15,086 New	15,086 $1.59 Billion

Others Institutions Holding IWS

# of Institutions

1,022

Shares Held

97.4M

Call Options Held

19.1K

Put Options Held

4.8K

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
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B.O.S.S. Retirement Advisors, LLC Ishares Russell Midcap Value E Transaction History