Mascoma Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History

Mascoma Wealth Management LLC

$389 Million
Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 79 shares of ITOT stock, worth $10,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 79 -0.0%

Holding current value

$10,167

Previous $10,000 10.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$124.26 - $134.12 $248 - $268	-2 Reduced 2.47%	79 $10,000
Q2 2023 Aug 09, 2023	SELL	$89.03 - $97.84 $57,513 - $63,204	-646 Reduced 88.86%	81 $7,000
Q1 2023 May 01, 2023	BUY	$84.12 - $93.15 $4,626 - $5,123	55 Added 8.18%	727 $65,000
Q2 2022 Jul 14, 2022	BUY	$80.96 - $102.19 $4,371 - $5,518	54 Added 8.74%	672 $56,000
Q1 2022 Apr 25, 2022	BUY	$93.09 - $107.63 $9,309 - $10,763	100 Added 19.31%	618 $62,000
Q3 2021 Oct 06, 2021	BUY	$97.33 - $103.96 $50,416 - $53,851	518 New	518 $51,000
Q2 2021 Jul 06, 2021	SELL	$92.76 - $98.86 $48,049 - $51,209	-518 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$85.12 - $92.58 $44,092 - $47,956	518 New	518 $47,000

Others Institutions Holding ITOT

# of Institutions

1,575

Shares Held

320M

Call Options Held

67.9K

Put Options Held

29K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Mascoma Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History