Ownership history in Hoese & Co LLP · 21 quarters on record
This page tracks every 13F SEC filing in which Hoese & Co LLP reported a position in ISHARES TR (IVV). 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 | 32,734 | -871 | -2.6% | 15.98% | $22.4M | $683.12 |
| 2025 Q3 | REDUCED | 33,605 | -214 | -0.6% | 17.19% | $22.5M | $665.17 |
| 2025 Q2 | REDUCED | 33,819 | -142 | -0.4% | 16.94% | $21.0M | $615.21 |
| 2025 Q1 | ADDED | 33,961 | +65 | +0.2% | 16.55% | $19.1M | $555.02 |
| 2024 Q4 | REDUCED | 33,896 | -1,042 | -3.0% | 17.32% | $20.0M | $579.67 |
| 2024 Q3 | REDUCED | 34,938 | -1,288 | -3.6% | 16.88% | $20.2M | $566.00 |
| 2024 Q2 | ADDED | 36,226 | +113 | +0.3% | 16.76% | $19.2M | $534.89 |
| 2024 Q1 | ADDED | 36,113 | +604 | +1.7% | 16.82% | $18.4M | $512.33 |
| 2023 Q4 | REDUCED | 35,509 | -161 | -0.5% | 15.95% | $16.3M | $463.98 |
| 2023 Q3 | REDUCED | 35,670 | -101 | -0.3% | 15.69% | $15.3M | $415.48 |
As of 2025 Q4 — sorted by position size