Upper Left Wealth Management, LLC Ishares Tr Transaction History

Upper Left Wealth Management, LLC

$151 Million
Q3 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 2,373 shares of EMB stock, worth $227,736. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,373

Previous 2,354 0.81%

Holding current value

$227,736

Previous $218,000 3.21%

% of portfolio

0.15%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$91.52 - $95.59 $1,738 - $1,816	19 Added 0.81%	2,373 $225,000
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

1,029

Shares Held

139M

Call Options Held

4.25M

Put Options Held

9.47M

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About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

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Upper Left Wealth Management, LLC Ishares Tr Transaction History