Mascoma Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History

Mascoma Wealth Management LLC

  • $400 Million
  • Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 503 shares of AOM stock, worth $22,433. This represents 0.01% of its overall portfolio holdings.

Number of Shares
503
Previous 503 -0.0%
Holding current value
$22,433
Previous $21,000 4.76%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$41.17 - $43.25 $288 - $302
-7 Reduced 1.37%
503 $21,000
Q1 2024

May 02, 2024
SELL
$40.86 - $42.78 $4,698 - $4,919
-115 Reduced 18.4%
510 $21,000
Q2 2023

Aug 09, 2023
SELL
$39.32 - $40.55 $14,509 - $14,962
-369 Reduced 37.12%
625 $25,000
Q1 2023

May 01, 2023
SELL
$38.2 - $40.45 $2,826 - $2,993
-74 Reduced 6.93%
994 $39,000
Q4 2022

Jan 24, 2023
BUY
$36.07 - $39.57 $13,237 - $14,522
367 Added 52.35%
1,068 $0
Q3 2022

Oct 18, 2022
BUY
$36.57 - $40.81 $73 - $81
2 Added 0.29%
701 $26,000
Q2 2022

Jul 14, 2022
BUY
$38.3 - $43.06 $38 - $43
1 Added 0.14%
699 $27,000
Q4 2021

Jan 21, 2022
BUY
$44.53 - $46.0 $11,978 - $12,374
269 Added 62.7%
698 $31,000
Q3 2021

Oct 06, 2021
BUY
$44.74 - $45.93 $19,193 - $19,703
429 New
429 $19,000
Q2 2021

Jul 06, 2021
SELL
$43.8 - $45.14 $18,264 - $18,823
-417 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$42.87 - $44.08 $17,876 - $18,381
417 New
417 $18,000
Q3 2019

Nov 21, 2019
SELL
$38.32 - $39.31 $11,917 - $12,225
-311 Closed
0 $0
Q2 2019

Jul 29, 2019
BUY
$37.75 - $39.08 $11,740 - $12,153
311 New
311 $12,000

Others Institutions Holding AOM

# of Institutions
251
Shares Held
11.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE MODERATE ALLOC

AOM Quotes by TradingView
  • Ticker AOM
  • Sector ETFs
  • Industry ETFs
More about AOM
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