Mascoma Wealth Management LLC Ishares Tr Transaction History

Mascoma Wealth Management LLC

$416 Million
Q2 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 2,625 shares of IEFA stock, worth $221,996. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,625

Previous 2,615 0.38%

Holding current value

$221,996

Previous $197,000 11.17%

% of portfolio

0.05%

Previous 0.05%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$67.83 - $84.09 $678 - $840	10 Added 0.38%	2,625 $219,000
Q1 2025 Apr 24, 2025	BUY	$69.57 - $78.65 $3,339 - $3,775	48 Added 1.87%	2,615 $197,000
Q3 2024 Nov 05, 2024	BUY	$70.09 - $78.74 $7,149 - $8,031	102 Added 4.14%	2,567 $200,000
Q1 2024 May 02, 2024	SELL	$68.14 - $74.43 $149,839 - $163,671	-2,199 Reduced 47.15%	2,465 $182,000
Q4 2023 Jan 24, 2024	BUY	$61.3 - $70.47 $111,627 - $128,325	1,821 Added 64.05%	4,664 $328,000
Q2 2023 Aug 09, 2023	SELL	$66.03 - $69.1 $2,707 - $2,833	-41 Reduced 1.42%	2,843 $191,000
Q1 2023 May 01, 2023	BUY	$62.17 - $67.7 $119,179 - $129,780	1,917 Added 198.24%	2,884 $192,000
Q3 2022 Oct 18, 2022	SELL	$52.32 - $63.1 $10,359 - $12,493	-198 Reduced 17.0%	967 $51,000
Q2 2022 Jul 14, 2022	SELL	$57.91 - $70.46 $26,059 - $31,706	-450 Reduced 27.86%	1,165 $69,000
Q1 2022 Apr 25, 2022	BUY	$63.26 - $75.48 $42,510 - $50,722	672 Added 71.26%	1,615 $112,000
Q4 2021 Jan 21, 2022	BUY	$72.36 - $77.76 $44,067 - $47,355	609 Added 182.34%	943 $70,000
Q3 2021 Oct 06, 2021	BUY	$72.98 - $78.2 $24,375 - $26,118	334 New	334 $25,000
Q2 2021 Jul 06, 2021	SELL	$73.11 - $77.88 $24,418 - $26,011	-334 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$68.58 - $73.12 $22,905 - $24,422	334 New	334 $24,000
Q3 2019 Nov 21, 2019	SELL	$57.44 - $62.42 $2,355 - $2,559	-41 Closed	0 $0
Q1 2019 Apr 23, 2019	BUY	$54.44 - $61.46 $2,232 - $2,519	41 New	41 $2,000
Q3 2018 Nov 08, 2018	SELL	$61.82 - $65.16 $2.95 Million - $3.11 Million	-47,694 Closed	0 $0
Q2 2018 Aug 13, 2018	SELL	$62.74 - $67.79 $3 Million - $3.24 Million	-47,831 Reduced 50.07%	47,694 $3.02 Million
Q1 2018 Apr 24, 2018	BUY	$64.18 - $70.84 $291,698 - $321,967	4,545 Added 5.0%	95,525 $6.29 Million
Q4 2017 Feb 05, 2018	BUY	$64.09 - $66.44 $3.15 Million - $3.26 Million	49,118 Added 117.33%	90,980 $6.22 Million
Q3 2017 Nov 07, 2017	BUY	$62.19 - $64.17 $2.6 Million - $2.69 Million	41,862	41,862 $2.69 Million

Others Institutions Holding IEFA

# of Institutions

2,330

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
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Mascoma Wealth Management LLC Ishares Tr Transaction History