Ishares Tr fund shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.0k | 108 | 46.57 |
| 2024-09-30 | $5.2k | 108 | 48.29 |
| 2024-06-30 | $5.0k | 108 | 46.49 |
| 2024-03-31 | $9.3k | 198 | 46.86 |
| 2023-12-31 | $23k | 493 | 47.22 |
| 2023-09-30 | $23k | 504 | 45.13 |
| 2023-06-30 | $23k | 504 | 46.18 |
| 2023-03-31 | $335k | 7.1k | 47.36 |
| 2022-12-31 | $453k | 9.8k | 45.97 |
| 2022-09-30 | $675k | 15k | 45.55 |
| 2022-06-30 | $708k | 15k | 47.73 |
| 2022-03-31 | $1.6M | 32k | 50.60 |
| 2021-12-31 | $1.1M | 21k | 54.24 |
| 2021-09-30 | $635k | 12k | 54.87 |
| 2021-06-30 | $584k | 11k | 54.71 |
| 2021-03-31 | $498k | 9.1k | 54.63 |
| 2020-12-31 | $318k | 5.7k | 56.22 |
| 2019-06-30 | $88k | 1.6k | 54.25 |