Mascoma Wealth Management LLC Ishares Ibonds 2025 Term High Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 13,932 shares of IBHE stock, worth $323,222. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,932
              Previous 13,932
              
        
           -0.0%
        
      
          
        Holding current value
$323,222
            Previous $324,000
            
        
           0.31%
        
      
          
        % of portfolio
0.07%
            Previous 0.08%
          
        Shares
	  5 transactions
	
  Others Institutions Holding IBHE
# of Institutions
159Shares Held
15MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC1.36MShares$31.6 Million0.01% of portfolio
- 
    
      Morgan Stanley New York, NY1.02MShares$23.7 Million0.0% of portfolio
- 
    
      Sky View Investment Advisors, LLC Shrewsbury, NJ970KShares$22.5 Million3.23% of portfolio
- 
    
      Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21 Million0.03% of portfolio
- 
    
      Resources Investment Advisors, Llc. Overland Park, KS872KShares$20.2 Million0.24% of portfolio