Mascoma Wealth Management LLC Ishares Trust Ishares 5 10 Yea Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 21, 2019	SELL	$56.54 - $58.42 $11,308 - $11,684	-200 Closed	0 $0
Q1 2019 Apr 23, 2019	BUY	$52.5 - $55.17 $10,500 - $11,034	200 New	200 $11,000

Others Institutions Holding IGIB

# of Institutions

640

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

Financial Engines Advisors L.L.C. Santa Clara, CA

54.5M
Shares

$2.82 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$557 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$438 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$385 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$375 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

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