Mascoma Wealth Management LLC Ishares Tr Transaction History

Mascoma Wealth Management LLC

$437 Million
Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 215 shares of IYH stock, worth $12,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares

215

Previous 55 290.91%

Holding current value

$12,904

Previous $3,000 300.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$54.36 - $58.96 $8,697 - $9,433	160 Added 290.91%	215 $12,000
Q1 2024 May 02, 2024	BUY	$60.83 - $309.78 $2,676 - $13,630	44 Added 400.0%	55 $3,000
Q3 2021 Oct 06, 2021	BUY	$275.57 - $296.34 $3,031 - $3,259	11 New	11 $3,000
Q2 2021 Jul 06, 2021	SELL	$251.53 - $273.61 $2,766 - $3,009	-11 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$239.92 - $258.36 $2,639 - $2,841	11 New	11 $2,000
Q3 2019 Nov 21, 2019	SELL	$187.31 - $198.79 $9,740 - $10,337	-52 Closed	0 $0
Q2 2019 Jul 29, 2019	SELL	$180.7 - $197.36 $3,614 - $3,947	-20 Reduced 27.78%	52 $10,000
Q4 2017 Feb 05, 2018	SELL	$170.03 - $176.73 $19,553 - $20,323	-115 Reduced 61.5%	72 $13,000
Q3 2017 Nov 07, 2017	BUY	$170.7 - $171.86 $31,920 - $32,137	187	187 $32,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

24.5M

Call Options Held

4.9K

Put Options Held

200

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Mascoma Wealth Management LLC Ishares Tr Transaction History