Mascoma Wealth Management LLC Ishares Trust Ishares Esg Awar Transaction History

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 2,067 shares of ESGU stock, worth $275,841. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,067
Previous 4,467 53.73%
Holding current value
$275,841
Previous $563,000 52.75%
% of portfolio
0.07%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$124.61 - $133.96 $299,064 - $321,504
-2,400 Reduced 53.73%
2,067 $266,000
Q2 2024

Aug 02, 2024
SELL
$108.69 - $119.84 $12,934 - $14,260
-119 Reduced 2.59%
4,467 $533,000
Q4 2023

Jan 24, 2024
SELL
$89.99 - $105.25 $899 - $1,052
-10 Reduced 0.22%
4,586 $481,000
Q2 2023

Aug 09, 2023
SELL
$88.97 - $97.46 $44,218 - $48,437
-497 Reduced 9.76%
4,596 $447,000
Q4 2022

Jan 24, 2023
BUY
$79.22 - $90.53 $107,343 - $122,668
1,355 Added 36.25%
5,093 $0
Q3 2022

Oct 18, 2022
BUY
$79.41 - $95.97 $9,449 - $11,420
119 Added 3.29%
3,738 $297,000
Q2 2022

Jul 14, 2022
BUY
$81.27 - $102.58 $201,143 - $253,885
2,475 Added 216.35%
3,619 $304,000
Q1 2022

Apr 25, 2022
BUY
$93.13 - $108.44 $83,071 - $96,728
892 Added 353.97%
1,144 $116,000
Q4 2021

Jan 21, 2022
BUY
$98.21 - $108.46 $982 - $1,084
10 Added 4.13%
252 $27,000
Q3 2021

Oct 06, 2021
BUY
$97.63 - $104.12 $23,626 - $25,197
242 New
242 $24,000
Q2 2021

Jul 06, 2021
SELL
$91.95 - $98.47 $22,251 - $23,829
-242 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$84.89 - $91.26 $20,543 - $22,084
242 New
242 $21,000

Others Institutions Holding ESGU

# of Institutions
850
Shares Held
96.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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