Mascoma Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 84,938 shares of SGOV stock, worth $8.55 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
84,938
Previous 91,626 7.3%
Holding current value
$8.55 Million
Previous $9.19 Million 6.97%
% of portfolio
2.2%
Previous 2.32%

Shares

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

Apr 24, 2025
SELL
$100.34 - $100.68 $671,073 - $673,347
-6,688 Reduced 7.3%
84,938 $8.55 Million
Q4 2024

Feb 10, 2025
SELL
$100.16 - $100.7 $40,965 - $41,186
-409 Reduced 0.44%
91,626 $9.19 Million
Q3 2024

Nov 05, 2024
SELL
$100.3 - $100.74 $3.1 Million - $3.12 Million
-30,927 Reduced 25.15%
92,035 $9.27 Million
Q2 2024

Aug 02, 2024
BUY
$100.29 - $100.75 $12.3 Million - $12.4 Million
122,962 New
122,962 $12.4 Million

Others Institutions Holding SGOV

# of Institutions
844
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

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