Upper Left Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Upper Left Wealth Management, LLC

$142 Million
Q2 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 4,610 shares of IVV stock, worth $3.12 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

4,610

Previous 5,041 8.55%

Holding current value

$3.12 Million

Previous $2.81 Million 1.74%

% of portfolio

2.01%

Previous 2.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$498.8 - $620.9 $214,982 - $267,607	-431 Reduced 8.55%	4,610 $2.86 Million
Q1 2025 Apr 14, 2025	BUY	$554.06 - $615.85 $1.54 Million - $1.72 Million	2,787 Added 123.65%	5,041 $2.81 Million
Q4 2024 Jan 23, 2025	BUY	$570.51 - $610.59 $413,619 - $442,677	725 Added 47.42%	2,254 $1.33 Million
Q3 2024 Nov 13, 2024	SELL	$520.18 - $576.82 $71,784 - $79,601	-138 Reduced 8.28%	1,529 $881,000
Q2 2024 Jul 25, 2024	BUY	$497.53 - $549.64 $141,298 - $156,097	284 Added 20.54%	1,667 $912,000
Q1 2024 Apr 23, 2024	SELL	$469.56 - $525.73 $78,416 - $87,796	-167 Reduced 10.77%	1,383 $727,000
Q4 2023 Jan 23, 2024	SELL	$412.55 - $479.0 $35,891 - $41,673	-87 Reduced 5.31%	1,550 $740,000
Q3 2023 Oct 25, 2023	SELL	$427.76 - $460.18 $72,719 - $78,230	-170 Reduced 9.41%	1,637 $702,000
Q2 2023 Jul 25, 2023	SELL	$406.17 - $445.71 $25,182 - $27,634	-62 Reduced 3.32%	1,807 $805,000
Q1 2023 Apr 25, 2023	SELL	$381.13 - $418.66 $139,874 - $153,648	-367 Reduced 16.41%	1,869 $768,000
Q4 2022 Jan 17, 2023	SELL	$357.98 - $409.32 $84,841 - $97,008	-237 Reduced 9.58%	2,236 $0
Q3 2022 Nov 01, 2022	BUY	$358.65 - $432.04 $34,071 - $41,043	95 Added 3.99%	2,473 $907,000
Q2 2022 Jul 08, 2022	BUY	$366.99 - $458.8 $66,792 - $83,501	182 Added 8.29%	2,378 $902,000
Q1 2022 Apr 18, 2022	SELL	$418.06 - $479.84 $69,816 - $80,133	-167 Reduced 7.07%	2,196 $999,000
Q4 2021 Feb 15, 2022	BUY	$430.29 - $479.53 $1.02 Million - $1.13 Million	2,363 New	2,363 $1.13 Million

Others Institutions Holding IVV

# of Institutions

4,036

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Account

Upper Left Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History