A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 2,567 shares of IEFA stock, worth $180,434. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,567
Previous 2,465 4.14%
Holding current value
$180,434
Previous $179,000 11.73%
% of portfolio
0.05%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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