Mascoma Wealth Management LLC Ishares Tr Transaction History

Mascoma Wealth Management LLC

$389 Million
Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 1,035 shares of IDV stock, worth $35,024. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,035

Previous 1,035 -0.0%

Holding current value

$35,024

Previous $28,000 14.29%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$25.3 - $27.59 $5,338 - $5,821	-211 Reduced 16.93%	1,035 $26,000
Q2 2023 Aug 09, 2023	BUY	$25.86 - $28.52 $26,765 - $29,518	1,035 Added 490.52%	1,246 $32,000
Q1 2022 Apr 25, 2022	SELL	$29.99 - $33.33 $105,084 - $116,788	-3,504 Reduced 94.32%	211 $7,000
Q3 2021 Oct 06, 2021	BUY	$30.42 - $32.96 $113,010 - $122,446	3,715 New	3,715 $113,000
Q2 2021 Jul 06, 2021	SELL	$31.67 - $34.02 $34,551 - $37,115	-1,091 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$29.53 - $32.13 $32,217 - $35,053	1,091 New	1,091 $0
Q3 2019 Nov 21, 2019	SELL	$30.41 - $31.26 $1.59 Million - $1.64 Million	-52,434 Closed	0 $0
Q2 2019 Jul 29, 2019	BUY	N/A	3,029 Added 6.13%	52,434 $1.61 Million
Q1 2019 Apr 23, 2019	BUY	N/A	5,021 Added 11.31%	49,405 $1.53 Million
Q4 2018 Jan 28, 2019	BUY	N/A	44,384 New	44,384 $1.27 Million

Others Institutions Holding IDV

# of Institutions

504

Shares Held

79.1M

Call Options Held

40.6K

Put Options Held

53.6K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Mascoma Wealth Management LLC Ishares Tr Transaction History