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

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024

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 1,529 shares of IVV stock, worth $925,121. This represents 0.77% of its overall portfolio holdings.

Number of Shares
1,529
Previous 1,667 8.28%
Holding current value
$925,121
Previous $912,000 3.4%
% of portfolio
0.77%
Previous 0.84%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,447
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email