Mascoma Wealth Management LLC Ishares S&P 500 Value ETF Transaction History
Mascoma Wealth Management LLC
- $416 Million
- Q2 2025
A detailed history of Mascoma Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 638 shares of IVE stock, worth $129,207. This represents 0.03% of its overall portfolio holdings.
Number of Shares
638
Previous 638
-0.0%
Holding current value
$129,207
Previous $121,000
2.48%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.25 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.6 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.86 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.69 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.6 Billion0.55% of portfolio