Mascoma Wealth Management LLC Ishares Esg Aware Aggressive A Transaction History

Mascoma Wealth Management LLC

$437 Million
Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Esg Aware Aggressive A stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 329 shares of EAOA stock, worth $13,505. This represents 0.0% of its overall portfolio holdings.

Number of Shares

329

Previous 200 64.5%

Holding current value

$13,505

Previous $7,000 85.71%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$38.2 - $40.78 $4,927 - $5,260	129 Added 64.5%	329 $13,000
Q2 2025 Jul 22, 2025	BUY	$32.02 - $38.54 $4,194 - $5,048	131 Added 189.86%	200 $7,000
Q1 2025 Apr 24, 2025	BUY	$35.04 - $37.29 $2,417 - $2,573	69 New	69 $2,000
Q1 2024 May 02, 2024	SELL	$31.46 - $34.08 $9,312 - $10,087	-296 Reduced 43.47%	385 $13,000
Q4 2023 Jan 24, 2024	SELL	$28.13 - $32.14 $11,223 - $12,823	-399 Reduced 36.94%	681 $21,000

Q3 2023 Oct 13, 2023	SELL	$29.27 - $31.41 $3,541 - $3,800	-121 Reduced 10.07%	1,080 $31,000
Q2 2023 Aug 09, 2023	BUY	$29.16 - $30.89 $5,132 - $5,436	176 Added 17.17%	1,201 $36,000
Q1 2023 May 01, 2023	SELL	$0.0 - $30.14 $0 - $3,134	-104 Reduced 9.21%	1,025 $30,000
Q4 2022 Jan 24, 2023	BUY	$25.67 - $29.14 $12,295 - $13,958	479 Added 73.69%	1,129 $0
Q3 2022 Oct 18, 2022	BUY	$25.91 - $30.25 $3,938 - $4,598	152 Added 30.52%	650 $17,000
Q2 2022 Jul 14, 2022	SELL	$27.28 - $32.55 $36,855 - $43,975	-1,351 Reduced 73.07%	498 $14,000
Q1 2022 Apr 25, 2022	BUY	$30.34 - $34.53 $16,110 - $18,335	531 Added 40.29%	1,849 $60,000
Q4 2021 Jan 21, 2022	BUY	$32.84 - $34.93 $13,497 - $14,356	411 Added 45.31%	1,318 $45,000
Q3 2021 Oct 06, 2021	BUY	$32.85 - $34.47 $29,794 - $31,264	907 New	907 $30,000
Q2 2021 Jul 06, 2021	SELL	$31.97 - $33.59 $4,955 - $5,206	-155 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$30.31 - $32.07 $4,698 - $4,970	155 New	155 $4,000

Others Institutions Holding EAOA

# of Institutions

Shares Held

170K

Call Options Held

Put Options Held

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About ISHARES ESG AWARE AGGRESSIVE A

Ticker EAOA
Sector Technology

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Mascoma Wealth Management LLC Ishares Esg Aware Aggressive A Transaction History