Mascoma Wealth Management LLC Ishares Esg Aware Aggressive A Transaction History

Mascoma Wealth Management LLC

  • $351 Million
  • Q1 2024

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 385 shares of EAOA stock, worth $13,405. This represents 0.0% of its overall portfolio holdings.

Number of Shares
385
Previous 681 43.47%
Holding current value
$13,405
Previous $21,000 38.1%
% of portfolio
0.0%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$26.8 - $29.14 $12,837 - $13,958
479 Added 73.69%
1,129 $0
Q3 2022

Oct 18, 2022
BUY
$26.43 - $30.25 $4,017 - $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
19
Shares Held
168K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE AGGRESSIVE A

EAOA Quotes by TradingView
  • Ticker EAOA
  • Sector Technology
More about EAOA
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