Hoge Financial Services, LLC Ishares Tr Russell 1000 ETF Transaction History

Hoge Financial Services, LLC

$174 Billion
Q3 2025

A detailed history of Hoge Financial Services, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Hoge Financial Services, LLC holds 111,653 shares of IWB stock, worth $41.1 Million. This represents 23.39% of its overall portfolio holdings.

Number of Shares

111,653

Previous 112,795 1.01%

Holding current value

$41.1 Million

Previous $38.4 Billion 6.38%

% of portfolio

23.39%

Previous 23.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$339.37 - $366.46 $387,560 - $418,497	-1,142 Reduced 1.01%	111,653 $40.8 Billion
Q2 2025 Jul 30, 2025	BUY	$272.36 - $339.57 $1.42 Million - $1.77 Million	5,223 Added 4.86%	112,795 $38.4 Billion
Q1 2025 Apr 18, 2025	BUY	$302.31 - $337.54 $1.29 Million - $1.44 Million	4,266 Added 4.13%	107,572 $33 Billion
Q4 2024 Jan 30, 2025	BUY	$311.11 - $335.64 $145,599 - $157,079	468 Added 0.46%	103,306 $33.3 Billion
Q3 2024 Nov 12, 2024	BUY	$283.28 - $314.39 $512,170 - $568,417	1,808 Added 1.79%	102,838 $32.3 Billion

Q2 2024 Aug 08, 2024	BUY	$272.21 - $298.72 $473,100 - $519,175	1,738 Added 1.75%	101,030 $30.1 Billion
Q1 2024 May 06, 2024	BUY	$257.46 - $288.1 $3.42 Million - $3.82 Million	13,273 Added 15.43%	99,292 $28.6 Billion
Q4 2023 Feb 08, 2024	BUY	$225.16 - $263.17 $19.4 Million - $22.6 Million	86,019 New	86,019 $22.6 Billion

Others Institutions Holding IWB

# of Institutions

1,614

Shares Held

98.3M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Hoge Financial Services, LLC Ishares Tr Russell 1000 ETF Transaction History