Ownership history in Hoese & Co LLP · 12 quarters on record
This page tracks every 13F SEC filing in which Hoese & Co LLP reported a position in ISHARES TR CORE TOTAL USD (IUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 61,443 | -70,424 | -53.4% | 2.04% | $2.9M | $46.22 |
| 2025 Q3 | REDUCED | 131,867 | -7,720 | -5.5% | 4.71% | $6.2M | $45.75 |
| 2025 Q2 | REDUCED | 139,587 | -8,674 | -5.9% | 5.20% | $6.5M | $44.80 |
| 2025 Q1 | REDUCED | 148,261 | -4,081 | -2.7% | 5.92% | $6.8M | $44.18 |
| 2024 Q4 | REDUCED | 152,342 | -1,675 | -1.1% | 5.98% | $6.9M | $43.04 |
| 2024 Q3 | REDUCED | 154,017 | -4,960 | -3.1% | 6.08% | $7.3M | $44.26 |
| 2024 Q2 | ADDED | 158,977 | +41,237 | +35.0% | 6.24% | $7.2M | $42.05 |
| 2024 Q1 | ADDED | 117,740 | +3,884 | +3.4% | 4.87% | $5.3M | $41.97 |
| 2023 Q4 | ADDED | 113,856 | +2,200 | +2.0% | 4.99% | $5.1M | $42.15 |
| 2023 Q3 | ADDED | 111,656 | +77,796 | +229.8% | 5.00% | $4.9M | $39.50 |
As of 2025 Q4 — sorted by position size