A detailed history of Mascoma Wealth Management LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 4,467 shares of ESGU stock, worth $570,391. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,467
Previous 4,467 -0.0%
Holding current value
$570,391
Previous $533,000 5.63%
% of portfolio
0.14%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$108.69 - $119.84 $12,934 - $14,260
-119 Reduced 2.59%
4,467 $533,000
Q4 2023

Jan 24, 2024

SELL
$89.99 - $105.25 $899 - $1,052
-10 Reduced 0.22%
4,586 $481,000
Q2 2023

Aug 09, 2023

SELL
$88.97 - $97.46 $44,218 - $48,437
-497 Reduced 9.76%
4,596 $447,000
Q4 2022

Jan 24, 2023

BUY
$79.22 - $90.53 $107,343 - $122,668
1,355 Added 36.25%
5,093 $0
Q3 2022

Oct 18, 2022

BUY
$79.41 - $95.97 $9,449 - $11,420
119 Added 3.29%
3,738 $297,000
Q2 2022

Jul 14, 2022

BUY
$81.27 - $102.58 $201,143 - $253,885
2,475 Added 216.35%
3,619 $304,000
Q1 2022

Apr 25, 2022

BUY
$93.13 - $108.44 $83,071 - $96,728
892 Added 353.97%
1,144 $116,000
Q4 2021

Jan 21, 2022

BUY
$98.21 - $108.46 $982 - $1,084
10 Added 4.13%
252 $27,000
Q3 2021

Oct 06, 2021

BUY
$97.63 - $104.12 $23,626 - $25,197
242 New
242 $24,000
Q2 2021

Jul 06, 2021

SELL
$91.95 - $98.47 $22,251 - $23,829
-242 Closed
0 $0
Q1 2021

Apr 26, 2021

BUY
$84.89 - $91.26 $20,543 - $22,084
242 New
242 $21,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.