A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 8,400 shares of IBTE stock, worth $201,600. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,400
Previous 13,646 38.44%
Holding current value
$201,600
Previous $326,000 38.34%
% of portfolio
0.05%
Previous 0.09%

Shares

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

Aug 02, 2024

SELL
$23.85 - $23.98 $125,117 - $125,799
-5,246 Reduced 38.44%
8,400 $201,000
Q1 2024

May 02, 2024

SELL
$23.85 - $23.95 $34,749 - $34,895
-1,457 Reduced 9.65%
13,646 $326,000
Q4 2023

Jan 24, 2024

BUY
$23.75 - $23.91 $32,608 - $32,828
1,373 Added 10.0%
15,103 $360,000
Q2 2023

Aug 09, 2023

BUY
$23.77 - $24.01 $199,668 - $201,684
8,400 Added 157.6%
13,730 $326,000
Q4 2022

Jan 24, 2023

BUY
$23.73 - $23.95 $48,171 - $48,618
2,030 Added 61.52%
5,330 $0
Q3 2022

Oct 18, 2022

BUY
$23.9 - $24.49 $78,870 - $80,817
3,300 New
3,300 $79,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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