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 92,035 shares of SGOV stock, worth $9.25 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
92,035
Previous 122,962 25.15%
Holding current value
$9.25 Million
Previous $12.4 Million 25.15%
% of portfolio
2.32%
Previous 3.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TRISHARES 0-3 MNTH TRE


  • Ticker SGOV
  • Sector ETFs
  • Industry ETFs
More about SGOV
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