Mascoma Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 6,330 shares of IWD stock, worth $1.13 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,330
Previous 7,573 16.41%
Holding current value
$1.13 Million
Previous $1.4 Million 14.99%
% of portfolio
0.31%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$182.82 - $196.21 $227,245 - $243,889
-1,243 Reduced 16.41%
6,330 $1.19 Million
Q4 2024

Feb 10, 2025
BUY
$183.23 - $199.79 $227,754 - $248,338
1,243 Added 19.64%
7,573 $1.4 Million
Q2 2024

Aug 02, 2024
BUY
$169.4 - $179.05 $18,464 - $19,516
109 Added 1.75%
6,330 $1.1 Million
Q1 2024

May 02, 2024
SELL
$161.84 - $179.11 $35,604 - $39,404
-220 Reduced 3.42%
6,221 $1.11 Million
Q4 2023

Jan 24, 2024
BUY
$143.69 - $165.7 $31,611 - $36,454
220 Added 3.54%
6,441 $1.06 Million
Q3 2021

Oct 06, 2021
BUY
$154.62 - $164.07 $27,986 - $29,696
181 Added 3.0%
6,221 $974,000
Q2 2021

Jul 06, 2021
BUY
$152.86 - $162.4 $6,114 - $6,496
40 Added 0.67%
6,040 $0
Q4 2020

Jan 26, 2021
SELL
$115.84 - $136.73 $114,681 - $135,362
-990 Reduced 14.16%
6,000 $0
Q2 2019

Jul 29, 2019
BUY
N/A
6,865 Added 5492.0%
6,990 $889,000
Q3 2017

Nov 07, 2017
BUY
N/A
125
125 $15,000

Others Institutions Holding IWD

# of Institutions
1,900
Shares Held
286M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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