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 4,427 shares of IWD stock, worth $862,423. This represents 0.63% of its overall portfolio holdings.

Number of Shares
4,427
Previous 4,409 0.41%
Holding current value
$862,423
Previous $790 Million 2.2%
% of portfolio
0.63%
Previous 0.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Hoge Financial Services, LLC Portfolio

Follow Hoge Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hoge Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hoge Financial Services, LLC with notifications on news.