Mascoma Wealth Management LLC Ishares Tr Core Conservative A Transaction History

Mascoma Wealth Management LLC

  • $416 Million
  • Q2 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 183 shares of AOK stock, worth $7,180. This represents 0.0% of its overall portfolio holdings.

Number of Shares
183
Previous 183 -0.0%
Holding current value
$7,180
Previous $6,000 16.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 24, 2025
SELL
$36.86 - $38.15 $368 - $381
-10 Reduced 5.18%
183 $6,000
Q3 2024

Nov 05, 2024
SELL
$36.8 - $38.71 $6,439 - $6,774
-175 Reduced 47.55%
193 $7,000
Q1 2024

May 02, 2024
SELL
$35.65 - $36.85 $9,803 - $10,133
-275 Reduced 42.77%
368 $13,000
Q4 2023

Jan 24, 2024
SELL
$33.17 - $36.3 $7,496 - $8,203
-226 Reduced 26.01%
643 $23,000
Q3 2023

Oct 13, 2023
BUY
$33.87 - $35.64 $7,654 - $8,054
226 Added 35.15%
869 $29,000
Q2 2023

Aug 09, 2023
SELL
$34.52 - $35.41 $65,760 - $67,456
-1,905 Reduced 74.76%
643 $22,000
Q1 2023

May 01, 2023
BUY
$33.78 - $35.5 $168 - $177
5 Added 0.2%
2,548 $89,000
Q3 2022

Oct 18, 2022
BUY
$32.47 - $35.96 $5,682 - $6,293
175 Added 7.39%
2,543 $83,000
Q2 2022

Jul 14, 2022
BUY
$33.89 - $37.78 $12,471 - $13,903
368 Added 18.4%
2,368 $82,000
Q4 2021

Jan 21, 2022
BUY
$39.36 - $40.4 $78,720 - $80,800
2,000 New
2,000 $80,000

Others Institutions Holding AOK

# of Institutions
174
Shares Held
4.92M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

AOK Quotes by TradingView
  • Ticker AOK
  • Sector ETFs
  • Industry ETFs
More about AOK
Track This Portfolio

Track Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management 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 Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email