Mascoma Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 2,167 shares of IWM stock, worth $514,619. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,167
Previous 2,167 -0.0%
Holding current value
$514,619
Previous $467,000 12.21%
% of portfolio
0.12%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$174.82 - $215.79 $51,746 - $63,873
-296 Reduced 12.02%
2,167 $467,000
Q2 2024

Aug 02, 2024
SELL
$192.84 - $209.44 $3,856 - $4,188
-20 Reduced 0.81%
2,463 $499,000
Q1 2024

May 02, 2024
SELL
$189.48 - $210.3 $9,663 - $10,725
-51 Reduced 2.01%
2,483 $522,000
Q4 2023

Jan 24, 2024
SELL
$162.21 - $204.82 $85,484 - $107,940
-527 Reduced 17.22%
2,534 $508,000
Q3 2023

Oct 13, 2023
BUY
$174.36 - $198.71 $82,123 - $93,592
471 Added 18.19%
3,061 $541,000
Q2 2023

Aug 09, 2023
SELL
$170.4 - $187.93 $78,554 - $86,635
-461 Reduced 15.11%
2,590 $485,000
Q1 2023

May 01, 2023
SELL
$170.25 - $198.32 $3,234 - $3,768
-19 Reduced 0.62%
3,051 $544,000
Q4 2022

Jan 24, 2023
SELL
$166.81 - $188.05 $23,353 - $26,327
-140 Reduced 4.36%
3,070 $0
Q3 2022

Oct 18, 2022
BUY
$164.17 - $201.07 $40,057 - $49,061
244 Added 8.23%
3,210 $529,000
Q2 2022

Jul 14, 2022
SELL
$163.9 - $207.91 $17,373 - $22,038
-106 Reduced 3.45%
2,966 $502,000
Q1 2022

Apr 25, 2022
BUY
$191.52 - $225.32 $305,474 - $359,385
1,595 Added 107.99%
3,072 $631,000
Q4 2021

Jan 21, 2022
BUY
$212.12 - $242.56 $164,605 - $188,226
776 Added 110.7%
1,477 $328,000
Q3 2021

Oct 06, 2021
BUY
$211.73 - $231.39 $148,422 - $162,204
701 New
701 $153,000
Q2 2021

Jul 06, 2021
SELL
$211.85 - $232.89 $121,390 - $133,445
-573 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$193.5 - $234.42 $110,875 - $134,322
573 New
573 $126,000
Q3 2019

Nov 21, 2019
SELL
$144.85 - $157.9 $26,942 - $29,369
-186 Closed
0 $0
Q1 2019

Apr 23, 2019
BUY
$132.25 - $158.24 $2,512 - $3,006
19 Added 11.38%
186 $28,000
Q2 2018

Aug 13, 2018
BUY
$148.13 - $169.97 $2,962 - $3,399
20 Added 13.61%
167 $27,000
Q3 2017

Nov 07, 2017
BUY
$144.61 - $148.18 $21,257 - $21,782
147
147 $22,000

Others Institutions Holding IWM

# of Institutions
3,025
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

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