Upper Left Wealth Management, LLC Ishares Tr Transaction History

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 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 7,500 shares of FXI stock, worth $276,225. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,500
Previous 8,299 9.63%
Holding current value
$276,225
Previous $252,000 6.35%
% of portfolio
0.2%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$28.65 - $38.55 $22,891 - $30,801
-799 Reduced 9.63%
7,500 $268,000
Q4 2024

Jan 23, 2025
SELL
$29.52 - $36.69 $102,257 - $127,094
-3,464 Reduced 29.45%
8,299 $252,000
Q3 2024

Nov 13, 2024
SELL
$24.78 - $32.17 $40,639 - $52,758
-1,640 Reduced 12.24%
11,763 $373,000
Q2 2024

Jul 25, 2024
BUY
$23.65 - $29.33 $3,854 - $4,780
163 Added 1.23%
13,403 $348,000
Q1 2024

Apr 23, 2024
SELL
$21.14 - $24.64 $50,947 - $59,382
-2,410 Reduced 15.4%
13,240 $318,000
Q4 2023

Jan 23, 2024
BUY
$22.91 - $27.21 $137 - $163
6 Added 0.04%
15,650 $376,000
Q3 2023

Oct 25, 2023
BUY
$26.14 - $30.42 $3,110 - $3,619
119 Added 0.77%
15,644 $415,000
Q2 2023

Jul 25, 2023
SELL
$25.97 - $29.49 $20,516 - $23,297
-790 Reduced 4.84%
15,525 $422,000
Q1 2023

Apr 25, 2023
SELL
$27.33 - $33.29 $58,568 - $71,340
-2,143 Reduced 11.61%
16,315 $481,000
Q4 2022

Jan 17, 2023
BUY
$20.95 - $29.12 $386,695 - $537,496
18,458 New
18,458 $0

Others Institutions Holding FXI

# of Institutions
496
Shares Held
232M
Call Options Held
164M
Put Options Held
127M
View Full List

About ISHARES TR

FXI Quotes by TradingView
  • Ticker FXI
  • Sector ETFs
  • Industry ETFs
More about FXI
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