Upper Left Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Upper Left Wealth Management, LLC

$134 Million
Q1 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 4,703 shares of IJR stock, worth $501,810. This represents 0.37% of its overall portfolio holdings.

Number of Shares

4,703

Previous 3,088 52.3%

Holding current value

$501,810

Previous $355,000 37.75%

% of portfolio

0.37%

Previous 0.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$102.49 - $119.96 $165,521 - $193,735	1,615 Added 52.3%	4,703 $489,000
Q4 2024 Jan 23, 2025	BUY	$113.92 - $127.38 $59,124 - $66,110	519 Added 20.2%	3,088 $355,000
Q3 2024 Nov 13, 2024	SELL	$105.53 - $118.34 $5,382 - $6,035	-51 Reduced 1.95%	2,569 $300,000
Q2 2024 Jul 25, 2024	SELL	$102.13 - $110.88 $3,676 - $3,991	-36 Reduced 1.36%	2,620 $279,000
Q1 2024 Apr 23, 2024	SELL	$102.35 - $110.52 $76,148 - $82,226	-744 Reduced 21.88%	2,656 $293,000
Q4 2023 Jan 23, 2024	SELL	$87.61 - $110.11 $76,483 - $96,126	-873 Reduced 20.43%	3,400 $368,000
Q3 2023 Oct 25, 2023	BUY	$92.9 - $105.16 $78,965 - $89,386	850 Added 24.83%	4,273 $403,000
Q2 2023 Jul 25, 2023	SELL	$91.14 - $99.81 $2,005 - $2,195	-22 Reduced 0.64%	3,423 $341,000
Q1 2023 Apr 25, 2023	SELL	$92.27 - $107.68 $6,366 - $7,429	-69 Reduced 1.96%	3,445 $333,000
Q4 2022 Jan 17, 2023	SELL	$89.09 - $102.13 $27,974 - $32,068	-314 Reduced 8.2%	3,514 $0
Q3 2022 Nov 01, 2022	SELL	$87.04 - $106.5 $134,128 - $164,116	-1,541 Reduced 28.7%	3,828 $343,000
Q2 2022 Jul 08, 2022	BUY	$89.03 - $109.02 $135,592 - $166,037	1,523 Added 39.6%	5,369 $496,000
Q1 2022 Apr 18, 2022	SELL	$102.32 - $116.69 $28,956 - $33,023	-283 Reduced 6.85%	3,846 $419,000
Q4 2021 Feb 15, 2022	BUY	$108.26 - $120.32 $447,005 - $496,801	4,129 New	4,129 $478,000

Others Institutions Holding IJR

# of Institutions

2,819

Shares Held

548M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Upper Left Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History