Mascoma Wealth Management LLC Ishares Tr Esg Screened S&P Mi Transaction History

Mascoma Wealth Management LLC

  • $351 Million
  • Q1 2024

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 6,306 shares of XJH stock, worth $246,879. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,306
Previous 10,420 39.48%
Holding current value
$246,879
Previous $393,000 34.1%
% of portfolio
0.07%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$36.5 - $41.08 $150,161 - $169,003
-4,114 Reduced 39.48%
6,306 $259,000
Q4 2023

Jan 24, 2024
SELL
$31.25 - $38.22 $134,937 - $165,033
-4,318 Reduced 29.3%
10,420 $393,000
Q3 2023

Oct 13, 2023
SELL
$33.4 - $37.04 $146,292 - $162,235
-4,380 Reduced 22.91%
14,738 $499,000
Q2 2023

Aug 09, 2023
SELL
$32.61 - $35.62 $840,718 - $918,319
-25,781 Reduced 57.42%
19,118 $680,000
Q1 2023

May 01, 2023
SELL
$32.2 - $36.99 $19,416 - $22,304
-603 Reduced 1.33%
44,899 $1.53 Million
Q4 2022

Jan 24, 2023
SELL
$32.09 - $34.91 $35,427 - $38,540
-1,104 Reduced 2.37%
45,502 $0
Q3 2022

Oct 18, 2022
BUY
$30.28 - $35.65 $23,890 - $28,127
789 Added 1.72%
46,606 $1.39 Million
Q2 2022

Jul 14, 2022
SELL
$29.61 - $36.71 $37,012 - $45,887
-1,250 Reduced 2.66%
45,817 $1.4 Million
Q1 2022

Apr 25, 2022
BUY
$34.21 - $39.2 $259,003 - $296,783
7,571 Added 19.17%
47,067 $1.72 Million
Q4 2021

Jan 21, 2022
BUY
$36.41 - $39.86 $297,433 - $325,616
8,169 Added 26.08%
39,496 $1.53 Million
Q3 2021

Oct 06, 2021
BUY
$35.29 - $38.11 $51,382 - $55,488
1,456 Added 4.87%
31,327 $1.13 Million
Q2 2021

Jul 06, 2021
BUY
$35.91 - $38.15 $565,367 - $600,633
15,744 Added 111.45%
29,871 $1.11 Million
Q1 2021

Apr 26, 2021
BUY
$31.27 - $36.96 $441,751 - $522,133
14,127 New
14,127 $508,000

Others Institutions Holding XJH

# of Institutions
109
Shares Held
3.05M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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