Mascoma Wealth Management LLC Ishares Tr Esg Screened S&P Mi Transaction History

Mascoma Wealth Management LLC

  • $396 Million
  • Q4 2024

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 2,413 shares of XJH stock, worth $103,348. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,413
Previous 2,841 15.07%
Holding current value
$103,348
Previous $120,000 16.67%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$41.64 - $45.75 $17,821 - $19,581
-428 Reduced 15.07%
2,413 $100,000
Q3 2024

Nov 05, 2024
SELL
$38.71 - $42.43 $3,174 - $3,479
-82 Reduced 2.81%
2,841 $120,000
Q2 2024

Aug 02, 2024
SELL
$37.95 - $41.03 $128,384 - $138,804
-3,383 Reduced 53.65%
2,923 $115,000
Q1 2024

May 02, 2024
SELL
$36.5 - $41.08 $150,161 - $169,003
-4,114 Reduced 39.48%
6,306 $259,000
Q4 2023

Jan 24, 2024
SELL
$31.25 - $38.22 $134,937 - $165,033
-4,318 Reduced 29.3%
10,420 $393,000
Q3 2023

Oct 13, 2023
SELL
$33.4 - $37.04 $146,292 - $162,235
-4,380 Reduced 22.91%
14,738 $499,000
Q2 2023

Aug 09, 2023
SELL
$32.61 - $35.62 $840,718 - $918,319
-25,781 Reduced 57.42%
19,118 $680,000
Q1 2023

May 01, 2023
SELL
$32.2 - $36.99 $19,416 - $22,304
-603 Reduced 1.33%
44,899 $1.53 Million
Q4 2022

Jan 24, 2023
SELL
$30.27 - $34.91 $33,418 - $38,540
-1,104 Reduced 2.37%
45,502 $0
Q3 2022

Oct 18, 2022
BUY
$29.73 - $35.65 $23,456 - $28,127
789 Added 1.72%
46,606 $1.39 Million
Q2 2022

Jul 14, 2022
SELL
$29.61 - $36.71 $37,012 - $45,887
-1,250 Reduced 2.66%
45,817 $1.4 Million
Q1 2022

Apr 25, 2022
BUY
$34.21 - $39.2 $259,003 - $296,783
7,571 Added 19.17%
47,067 $1.72 Million
Q4 2021

Jan 21, 2022
BUY
$36.41 - $39.86 $297,433 - $325,616
8,169 Added 26.08%
39,496 $1.53 Million
Q3 2021

Oct 06, 2021
BUY
$35.29 - $38.11 $51,382 - $55,488
1,456 Added 4.87%
31,327 $1.13 Million
Q2 2021

Jul 06, 2021
BUY
$35.91 - $38.15 $565,367 - $600,633
15,744 Added 111.45%
29,871 $1.11 Million
Q1 2021

Apr 26, 2021
BUY
$31.27 - $36.96 $441,751 - $522,133
14,127 New
14,127 $508,000

Others Institutions Holding XJH

# of Institutions
141
Shares Held
4.59M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
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.

Choose your preferred platform and Sign Up 👇 Telegram Email