Mascoma Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History

Mascoma Wealth Management LLC

  • $400 Million
  • Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 1,309 shares of AOR stock, worth $76,576. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,309
Previous 1,791 26.91%
Holding current value
$76,576
Previous $100,000 23.0%
% of portfolio
0.02%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$55.15 - $59.31 $26,582 - $28,587
-482 Reduced 26.91%
1,309 $77,000
Q2 2024

Aug 02, 2024
SELL
$53.33 - $56.61 $76,795 - $81,518
-1,440 Reduced 44.57%
1,791 $100,000
Q1 2024

May 02, 2024
SELL
$52.25 - $55.68 $155,496 - $165,703
-2,976 Reduced 47.95%
3,231 $179,000
Q4 2023

Jan 24, 2024
SELL
$47.73 - $53.4 $5,823 - $6,514
-122 Reduced 1.93%
6,207 $330,000
Q3 2023

Oct 13, 2023
SELL
$49.22 - $52.2 $3,593 - $3,810
-73 Reduced 1.14%
6,329 $312,000
Q2 2023

Aug 09, 2023
SELL
$49.42 - $51.49 $72,845 - $75,896
-1,474 Reduced 18.72%
6,402 $329,000
Q1 2023

May 01, 2023
SELL
$47.5 - $50.91 $29,402 - $31,513
-619 Reduced 7.29%
7,876 $394,000
Q4 2022

Jan 24, 2023
BUY
$44.27 - $49.42 $31,741 - $35,434
717 Added 9.22%
8,495 $0
Q3 2022

Oct 18, 2022
BUY
$44.78 - $50.98 $582 - $662
13 Added 0.17%
7,778 $348,000
Q2 2022

Jul 14, 2022
SELL
$47.07 - $54.22 $18,686 - $21,525
-397 Reduced 4.86%
7,765 $373,000
Q1 2022

Apr 25, 2022
BUY
$51.69 - $57.18 $19,487 - $21,556
377 Added 4.84%
8,162 $440,000
Q4 2021

Jan 21, 2022
BUY
$55.21 - $57.77 $49,799 - $52,108
902 Added 13.1%
7,785 $0
Q3 2021

Oct 06, 2021
BUY
$55.25 - $57.29 $38,012 - $39,415
688 Added 11.11%
6,883 $382,000
Q2 2021

Jul 06, 2021
BUY
$54.04 - $56.17 $75,439 - $78,413
1,396 Added 29.09%
6,195 $0
Q1 2021

Apr 26, 2021
BUY
$52.05 - $53.97 $249,787 - $259,002
4,799 New
4,799 $0
Q3 2019

Nov 21, 2019
SELL
$45.85 - $46.22 $34,479 - $34,757
-752 Closed
0 $0
Q4 2018

Jan 28, 2019
BUY
N/A
632 Added 526.67%
752 $31,000
Q2 2018

Aug 13, 2018
BUY
N/A
120 New
120 $5,000

Others Institutions Holding AOR

# of Institutions
370
Shares Held
15.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

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