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

Hoge Financial Services, LLC

$174 Billion
Q3 2025

A detailed history of Hoge Financial Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Hoge Financial Services, LLC holds 4,330 shares of IWD stock, worth $886,740. This represents 0.51% of its overall portfolio holdings.

Number of Shares

4,330

Previous 4,311 0.44%

Holding current value

$886,740

Previous $837 Million 5.28%

% of portfolio

0.51%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$192.76 - $203.86 $3,662 - $3,873	19 Added 0.44%	4,330 $882 Million
Q2 2025 Jul 30, 2025	SELL	$166.82 - $194.23 $30,361 - $35,349	-182 Reduced 4.05%	4,311 $837 Million
Q1 2025 Apr 18, 2025	BUY	$182.82 - $196.21 $3,473 - $3,727	19 Added 0.42%	4,493 $845 Million
Q4 2024 Jan 30, 2025	BUY	$183.23 - $199.79 $4,397 - $4,794	24 Added 0.54%	4,474 $828 Million
Q3 2024 Nov 12, 2024	BUY	$173.36 - $189.8 $3,987 - $4,365	23 Added 0.52%	4,450 $845 Million

Q2 2024 Aug 08, 2024	BUY	$169.4 - $179.05 $3,049 - $3,222	18 Added 0.41%	4,427 $772 Million
Q1 2024 May 06, 2024	BUY	$161.84 - $179.11 $713,552 - $789,695	4,409 New	4,409 $790 Million

Others Institutions Holding IWD

# of Institutions

2,008

Shares Held

266M

Call Options Held

342K

Put Options Held

5.28M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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Hoge Financial Services, LLC Ishares Russell 1000 Val ETF Transaction History