Mascoma Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Mascoma Wealth Management LLC

$437 Million
Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 85,475 shares of SGOV stock, worth $8.59 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

85,475

Previous 82,268 3.9%

Holding current value

$8.59 Million

Previous $8.28 Million 3.91%

% of portfolio

1.97%

Previous 1.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$100.37 - $100.74 $321,886 - $323,073	3,207 Added 3.9%	85,475 $8.61 Million
Q2 2025 Jul 22, 2025	SELL	$100.35 - $100.71 $267,934 - $268,895	-2,670 Reduced 3.14%	82,268 $8.28 Million
Q1 2025 Apr 24, 2025	SELL	$100.34 - $100.68 $671,073 - $673,347	-6,688 Reduced 7.3%	84,938 $8.55 Million
Q4 2024 Feb 10, 2025	SELL	$100.16 - $100.7 $40,965 - $41,186	-409 Reduced 0.44%	91,626 $9.19 Million
Q3 2024 Nov 05, 2024	SELL	$100.3 - $100.74 $3.1 Million - $3.12 Million	-30,927 Reduced 25.15%	92,035 $9.27 Million

Q2 2024 Aug 02, 2024	BUY	$100.29 - $100.75 $12.3 Million - $12.4 Million	122,962 New	122,962 $12.4 Million

Others Institutions Holding SGOV

# of Institutions

1,066

Shares Held

180M

Call Options Held

110K

Put Options Held

9.8K

View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
Sector ETFs
Industry ETFs

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Mascoma Wealth Management LLC Ishares Trishares 0 3 Mnth Tre Transaction History