Mascoma Wealth Management LLC Ishares S&P Midcap 400 Value E Transaction History

Mascoma Wealth Management LLC

  • $416 Million
  • Q2 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 873 shares of IJJ stock, worth $108,086. This represents 0.03% of its overall portfolio holdings.

Number of Shares
873
Previous 1,093 20.13%
Holding current value
$108,086
Previous $130,000 17.69%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$103.88 - $123.68 $22,853 - $27,209
-220 Reduced 20.13%
873 $107,000
Q1 2025

Apr 24, 2025
SELL
$117.4 - $131.02 $23,480 - $26,204
-200 Reduced 15.47%
1,093 $130,000
Q3 2024

Nov 05, 2024
SELL
$111.9 - $124.28 $11,190 - $12,428
-100 Reduced 7.18%
1,293 $159,000
Q4 2023

Jan 24, 2024
SELL
$93.05 - $115.17 $59,365 - $73,478
-638 Reduced 31.41%
1,393 $158,000
Q3 2023

Oct 13, 2023
BUY
$99.46 - $111.92 $7,757 - $8,729
78 Added 3.99%
2,031 $204,000
Q2 2023

Aug 09, 2023
SELL
$97.74 - $107.13 $16,224 - $17,783
-166 Reduced 7.83%
1,953 $209,000
Q1 2023

May 01, 2023
BUY
$97.23 - $116.09 $1,847 - $2,205
19 Added 0.9%
2,119 $217,000
Q4 2022

Jan 24, 2023
SELL
$91.7 - $106.74 $13,755 - $16,011
-150 Reduced 6.67%
2,100 $0
Q3 2022

Oct 18, 2022
SELL
$90.0 - $107.68 $31,320 - $37,472
-348 Reduced 13.39%
2,250 $202,000
Q2 2022

Jul 14, 2022
SELL
$91.51 - $110.2 $240,305 - $289,385
-2,626 Reduced 50.27%
2,598 $245,000
Q1 2022

Apr 25, 2022
BUY
$102.52 - $112.86 $43,776 - $48,191
427 Added 8.9%
5,224 $573,000
Q4 2021

Jan 21, 2022
BUY
$103.36 - $113.35 $491,786 - $539,319
4,758 Added 12200.0%
4,797 $0
Q3 2021

Oct 06, 2021
BUY
$99.84 - $108.44 $3,893 - $4,229
39 New
39 $4,000

Others Institutions Holding IJJ

# of Institutions
907
Shares Held
42.3M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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