Mascoma Wealth Management LLC Ishares Tr Core Conservative A Transaction History

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 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 $7,376. This represents 0.0% of its overall portfolio holdings.

Number of Shares
183
Previous 183 -0.0%
Holding current value
$7,376
Previous $7,000 -0.0%
% 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
176
Shares Held
4.87M
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
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