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

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 2024

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 2,620 shares of IJR stock, worth $325,535. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,620
Previous 2,656 1.36%
Holding current value
$325,535
Previous $293,000 4.78%
% of portfolio
0.26%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,538
Shares Held
496M
Call Options Held
771K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

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