Mascoma Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 9,988 shares of IBTG stock, worth $228,725. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,988
Previous 9,988
-0.0%
Holding current value
$228,725
Previous $229,000
-0.0%
% of portfolio
0.05%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding IBTG
# of Institutions
312Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio