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 $6.37 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
75,746
Previous 7,764
875.61%
Holding current value
$6.37 Million
Previous $631 Million
848.71%
% of portfolio
1.67%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding IWX
# of Institutions
194Shares Held
41.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$869 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$683 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$519 Million1.75% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$485 Million7.1% of portfolio
-
Ae Wealth Management LLC1.07MShares$89.9 Million0.81% of portfolio