Upper Left Wealth Management, LLC Ishares Inc Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Inc stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 17,986 shares of IEMG stock, worth $964,769. This represents 0.86% of its overall portfolio holdings.

Number of Shares

17,986

Previous 16,330 10.14%

Holding current value

$964,769

Previous $875,000 10.17%

% of portfolio

0.86%

Previous 0.76%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	N/A	1,656 Added 10.14%	17,986 $964,000
Q3 2024 Nov 13, 2024	BUY	$53.64 - $53.64 $21,777 - $21,777	406 Added 2.55%	16,330 $875,000
Q2 2024 Jul 25, 2024	BUY	$50.02 - $54.95 $61,224 - $67,258	1,224 Added 8.33%	15,924 $852,000
Q1 2024 Apr 23, 2024	SELL	$47.6 - $51.96 $17,374 - $18,965	-365 Reduced 2.42%	14,700 $758,000
Q4 2023 Jan 23, 2024	BUY	$45.74 - $50.64 $9,285 - $10,279	203 Added 1.37%	15,065 $761,000
Q3 2023 Oct 25, 2023	BUY	$47.36 - $52.23 $43,050 - $47,477	909 Added 6.51%	14,862 $707,000
Q2 2023 Jul 25, 2023	SELL	$47.35 - $50.88 $4,924 - $5,291	-104 Reduced 0.74%	13,953 $687,000
Q1 2023 Apr 25, 2023	SELL	$46.2 - $52.12 $98,221 - $110,807	-2,126 Reduced 13.14%	14,057 $685,000
Q4 2022 Jan 17, 2023	BUY	$44.28 - $48.68 $355,258 - $390,559	8,023 Added 98.32%	16,183 $0
Q3 2022 Nov 01, 2022	BUY	$44.37 - $50.42 $36,383 - $41,344	820 Added 11.17%	8,160 $357,000
Q1 2022 Apr 18, 2022	SELL	$51.27 - $62.07 $48,706 - $58,966	-950 Reduced 11.46%	7,340 $414,000
Q4 2021 Feb 15, 2022	BUY	$57.97 - $64.38 $480,571 - $533,710	8,290 New	8,290 $502,000

Others Institutions Holding IEMG

# of Institutions

1,929

Shares Held

1.23B

Call Options Held

137K

Put Options Held

15.2K

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About ISHARES INC

Ticker IEMG
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Upper Left Wealth Management, LLC Ishares Inc Transaction History