Mascoma Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 314 shares of IWP stock, worth $43,212. This represents 0.01% of its overall portfolio holdings.

Number of Shares
314
Previous 168 86.9%
Holding current value
$43,212
Previous $19,000 105.26%
% of portfolio
0.01%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$116.4 - $138.52 $16,994 - $20,223
146 Added 86.9%
314 $39,000
Q1 2024

May 02, 2024
SELL
$100.66 - $114.14 $8,052 - $9,131
-80 Reduced 32.26%
168 $19,000
Q3 2021

Oct 06, 2021
BUY
$109.39 - $119.47 $27,128 - $29,628
248 New
248 $28,000
Q2 2021

Jul 06, 2021
SELL
$99.98 - $113.73 $16,796 - $19,106
-168 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$96.94 - $112.05 $16,285 - $18,824
168 New
168 $0
Q3 2019

Nov 21, 2019
SELL
$70.16 - $72.24 $2,806 - $2,889
-40 Closed
0 $0
Q3 2017

Nov 07, 2017
BUY
N/A
40
40 $5,000

Others Institutions Holding IWP

# of Institutions
1,171
Shares Held
107M
Call Options Held
59.8K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email