Upper Left Wealth Management, LLC Ishares Tr Transaction History

Upper Left Wealth Management, LLC

$142 Million
Q2 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 2,354 shares of EMB stock, worth $224,147. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,354

Previous 2,375 0.88%

Holding current value

$224,147

Previous $214,000 1.87%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$86.54 - $92.62 $1,817 - $1,945	-21 Reduced 0.88%	2,354 $218,000
Q1 2025 Apr 14, 2025	BUY	$88.64 - $92.03 $210,520 - $218,571	2,375 New	2,375 $214,000
Q2 2024 Jul 25, 2024	SELL	$86.66 - $89.88 $10,139 - $10,515	-117 Reduced 3.55%	3,175 $280,000
Q1 2024 Apr 23, 2024	BUY	$86.49 - $90.08 $284,725 - $296,543	3,292 New	3,292 $295,000
Q3 2022 Nov 01, 2022	BUY	$78.71 - $90.17 $444,475 - $509,189	5,647 New	5,647 $457,000
Q2 2022 Jul 08, 2022	SELL	$84.66 - $98.11 $444,803 - $515,469	-5,254 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$93.87 - $107.98 $203,885 - $234,532	2,172 Added 70.47%	5,254 $513,000
Q4 2021 Feb 15, 2022	BUY	$106.57 - $110.92 $328,448 - $341,855	3,082 New	3,082 $336,000

Others Institutions Holding EMB

# of Institutions

979

Shares Held

141M

Call Options Held

3.88M

Put Options Held

14M

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

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Upper Left Wealth Management, LLC Ishares Tr Transaction History