Mascoma Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History

Mascoma Wealth Management LLC

$376 Million
Q2 2024

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 129 shares of IWF stock, worth $48,193. This represents 0.01% of its overall portfolio holdings.

Number of Shares

129

Previous 63 104.76%

Holding current value

$48,193

Previous $21,000 123.81%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$316.15 - $367.33 $20,865 - $24,243	66 Added 104.76%	129 $47,000
Q1 2024 May 02, 2024	SELL	$294.43 - $339.01 $70,957 - $81,701	-241 Reduced 79.28%	63 $21,000
Q4 2023 Jan 24, 2024	BUY	$256.94 - $304.21 $25,950 - $30,725	101 Added 49.75%	304 $92,000
Q1 2023 May 01, 2023	SELL	$209.92 - $244.33 $4,198 - $4,886	-20 Reduced 8.97%	203 $49,000
Q4 2022 Jan 24, 2023	BUY	$207.03 - $232.89 $13,042 - $14,672	63 Added 39.38%	223 $0
Q3 2021 Oct 06, 2021	BUY	$272.07 - $292.68 $43,531 - $46,828	160 New	160 $44,000
Q2 2021 Jul 06, 2021	SELL	$244.58 - $272.16 $39,132 - $43,545	-160 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$230.04 - $254.69 $36,806 - $40,750	160 New	160 $0
Q3 2019 Nov 21, 2019	SELL	$158.47 - $162.55 $22,185 - $22,757	-140 Closed	0 $0
Q3 2017 Nov 07, 2017	BUY	N/A	140	140 $18,000

Others Institutions Holding IWF

# of Institutions

2,147

Shares Held

203M

Call Options Held

396K

Put Options Held

84.5K

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About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Mascoma Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History