Mascoma Wealth Management LLC Ishares Morningstar Value ETF Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 788 shares of ILCV stock, worth $72,511. This represents 0.02% of its overall portfolio holdings.
Number of Shares
788
Previous 788
-0.0%
Holding current value
$72,511
Previous $65,000
7.69%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
193Shares Held
9.54MCall Options Held
117KPut Options Held
0-
Bank Of America Corp Charlotte, NC826KShares$76 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY729KShares$67 Million0.51% of portfolio
-
Matrix Trust CO666KShares$61.3 Million10.38% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA663KShares$61 Million2.65% of portfolio
-
Ubs Group Ag536KShares$49.3 Million0.01% of portfolio