Mascoma Wealth Management LLC Ishares Tr Transaction History

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 35 shares of IYR stock, worth $3,320. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35
Previous 70 50.0%
Holding current value
$3,320
Previous $6,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$94.16 - $98.46 $3,295 - $3,446
-35 Reduced 50.0%
35 $3,000
Q2 2025

Jul 22, 2025
BUY
$84.48 - $96.25 $5,913 - $6,737
70 New
70 $6,000
Q4 2021

Jan 21, 2022
BUY
$103.03 - $116.14 $12,878 - $14,517
125 New
125 $0
Q2 2019

Jul 29, 2019
SELL
N/A
-1,300 Closed
0 $0
Q3 2017

Nov 07, 2017
BUY
N/A
1,300
1,300 $104,000

Others Institutions Holding IYR

# of Institutions
576
Shares Held
49.5M
Call Options Held
8.15M
Put Options Held
4.4M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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