Mascoma Wealth Management LLC Ishares Tr Core Aggressive All Transaction History

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 2,311 shares of AOA stock, worth $185,272. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,311
Previous 3,501 33.99%
Holding current value
$185,272
Previous $268,000 34.33%
% of portfolio
0.05%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$75.7 - $80.01 $90,083 - $95,211
-1,190 Reduced 33.99%
2,311 $176,000
Q4 2024

Feb 10, 2025
SELL
$76.61 - $79.88 $11,644 - $12,141
-152 Reduced 4.16%
3,501 $268,000
Q3 2024

Nov 05, 2024
BUY
$72.11 - $79.05 $2,307 - $2,529
32 Added 0.88%
3,653 $288,000
Q2 2024

Aug 02, 2024
SELL
$70.02 - $75.08 $2,590 - $2,777
-37 Reduced 1.01%
3,621 $270,000
Q1 2024

May 02, 2024
BUY
$67.75 - $73.5 $68,292 - $74,088
1,008 Added 38.04%
3,658 $268,000
Q4 2023

Jan 24, 2024
BUY
$60.96 - $69.28 $13,411 - $15,241
220 Added 9.05%
2,650 $182,000
Q3 2023

Oct 13, 2023
SELL
$63.24 - $67.72 $4,363 - $4,672
-69 Reduced 2.76%
2,430 $154,000
Q2 2023

Aug 09, 2023
BUY
$63.04 - $66.51 $40,345 - $42,566
640 Added 34.43%
2,499 $165,000
Q1 2023

May 01, 2023
SELL
$59.87 - $64.81 $55,619 - $60,208
-929 Reduced 33.32%
1,859 $118,000
Q4 2022

Jan 24, 2023
BUY
$55.07 - $62.69 $19,384 - $22,066
352 Added 14.45%
2,788 $0
Q3 2022

Oct 18, 2022
SELL
$55.45 - $64.54 $9,814 - $11,423
-177 Reduced 6.77%
2,436 $135,000
Q2 2022

Jul 14, 2022
BUY
$58.69 - $69.52 $8,451 - $10,010
144 Added 5.83%
2,613 $156,000
Q1 2022

Apr 25, 2022
BUY
$65.0 - $73.15 $43,745 - $49,229
673 Added 37.47%
2,469 $170,000
Q4 2021

Jan 21, 2022
BUY
$69.49 - $73.61 $18,692 - $19,801
269 Added 17.62%
1,796 $130,000
Q3 2021

Oct 06, 2021
BUY
$69.28 - $72.77 $105,790 - $111,119
1,527 New
1,527 $107,000
Q2 2021

Jul 06, 2021
SELL
$67.52 - $70.92 $75,352 - $79,146
-1,116 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$63.86 - $67.38 $71,267 - $75,196
1,116 New
1,116 $74,000

Others Institutions Holding AOA

# of Institutions
372
Shares Held
8.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
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