Mascoma Wealth Management LLC Ishares Tr Transaction History

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 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 182,375 shares of SHV stock, worth $20.1 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares
182,375
Previous 180,250 1.18%
Holding current value
$20.1 Million
Previous $19.8 Million 1.5%
% of portfolio
5.17%
Previous 5.01%

Shares

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

Apr 24, 2025
BUY
$110.11 - $110.51 $233,983 - $234,833
2,125 Added 1.18%
182,375 $20.1 Million
Q4 2024

Feb 10, 2025
SELL
$109.92 - $110.57 $490,023 - $492,921
-4,458 Reduced 2.41%
180,250 $19.8 Million
Q3 2024

Nov 05, 2024
BUY
$110.05 - $110.63 $1.38 Million - $1.39 Million
12,535 Added 7.28%
184,708 $20.4 Million
Q2 2024

Aug 02, 2024
BUY
$110.04 - $110.51 $1.18 Million - $1.19 Million
10,768 Added 6.67%
172,173 $19 Million
Q1 2024

May 02, 2024
BUY
$110.11 - $110.57 $520,930 - $523,106
4,731 Added 3.02%
161,405 $17.8 Million
Q4 2023

Jan 24, 2024
BUY
$109.86 - $110.59 $924,142 - $930,283
8,412 Added 5.67%
156,674 $17.3 Million
Q3 2023

Oct 13, 2023
BUY
$109.99 - $110.5 $1.36 Million - $1.36 Million
12,346 Added 9.08%
148,262 $16.4 Million
Q2 2023

Aug 09, 2023
BUY
$110.0 - $110.45 $4.69 Million - $4.71 Million
42,618 Added 45.68%
135,916 $15 Million
Q1 2023

May 01, 2023
BUY
$109.94 - $110.5 $9.27 Million - $9.32 Million
84,333 Added 940.69%
93,298 $10.3 Million
Q4 2022

Jan 24, 2023
BUY
$109.74 - $110.1 $468,041 - $469,576
4,265 Added 90.74%
8,965 $0
Q4 2021

Jan 21, 2022
BUY
$110.39 - $110.47 $165,585 - $165,705
1,500 Added 46.88%
4,700 $0
Q1 2021

Apr 26, 2021
BUY
$110.51 - $110.53 $353,632 - $353,696
3,200 New
3,200 $0

Others Institutions Holding SHV

# of Institutions
791
Shares Held
102M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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