Mascoma Wealth Management LLC Ishares Esg Aware Growth Alloc Transaction History

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Esg Aware Growth Alloc stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 146 shares of EAOR stock, worth $4,575. This represents 0.0% of its overall portfolio holdings.

Number of Shares
146
Previous 103 41.75%
Holding current value
$4,575
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 24, 2025
BUY
$31.02 - $32.41 $1,333 - $1,393
43 Added 41.75%
146 $4,000
Q3 2024

Nov 05, 2024
BUY
$30.07 - $32.37 $2,405 - $2,589
80 Added 347.83%
103 $3,000
Q1 2024

May 02, 2024
SELL
$28.56 - $30.39 $1,285 - $1,367
-45 Reduced 66.18%
23 $0
Q3 2023

Oct 13, 2023
BUY
$26.8 - $28.51 $214 - $228
8 Added 13.33%
68 $1,000
Q2 2023

Aug 09, 2023
SELL
$27.02 - $28.22 $69,306 - $72,384
-2,565 Reduced 97.71%
60 $1,000
Q1 2023

May 01, 2023
SELL
$0.0 - $27.86 $0 - $18,610
-668 Reduced 20.29%
2,625 $71,000
Q4 2022

Jan 24, 2023
SELL
$24.31 - $27.05 $729 - $811
-30 Reduced 0.9%
3,293 $0
Q3 2022

Oct 18, 2022
BUY
$24.63 - $28.11 $2,881 - $3,288
117 Added 3.65%
3,323 $82,000
Q2 2022

Jul 14, 2022
SELL
$25.85 - $29.94 $129 - $149
-5 Reduced 0.16%
3,206 $85,000
Q1 2022

Apr 25, 2022
SELL
$28.45 - $31.74 $7,027 - $7,839
-247 Reduced 7.14%
3,211 $96,000
Q4 2021

Jan 21, 2022
BUY
$30.67 - $32.15 $14,966 - $15,689
488 Added 16.43%
3,458 $109,000
Q3 2021

Oct 06, 2021
BUY
$30.73 - $31.89 $91,268 - $94,713
2,970 New
2,970 $92,000
Q2 2021

Jul 06, 2021
SELL
$29.97 - $31.21 $86,523 - $90,103
-2,887 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$28.97 - $30.19 $83,636 - $87,158
2,887 New
2,887 $85,000

Others Institutions Holding EAOR

# of Institutions
18
Shares Held
208K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE GROWTH ALLOC

EAOR Quotes by TradingView
  • Ticker EAOR
  • Sector Technology
More about EAOR
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