Upper Left Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Upper Left Wealth Management, LLC

  • $112 Million
  • Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 2,924 shares of IWM stock, worth $662,227. This represents 0.58% of its overall portfolio holdings.

Number of Shares
2,924
Previous 2,964 1.35%
Holding current value
$662,227
Previous $654,000 1.22%
% of portfolio
0.58%
Previous 0.57%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$216.13 - $242.4 $8,645 - $9,696
-40 Reduced 1.35%
2,924 $646,000
Q3 2024

Nov 13, 2024
SELL
$200.87 - $224.6 $14,663 - $16,395
-73 Reduced 2.4%
2,964 $654,000
Q2 2024

Jul 25, 2024
BUY
$192.84 - $209.44 $69,036 - $74,979
358 Added 13.36%
3,037 $616,000
Q1 2024

Apr 23, 2024
SELL
$189.48 - $210.3 $196,301 - $217,870
-1,036 Reduced 27.89%
2,679 $563,000
Q4 2023

Jan 23, 2024
BUY
$162.21 - $204.82 $195,625 - $247,012
1,206 Added 48.07%
3,715 $745,000
Q3 2023

Oct 25, 2023
SELL
$174.36 - $198.71 $10,461 - $11,922
-60 Reduced 2.34%
2,509 $443,000
Q2 2023

Jul 25, 2023
SELL
$170.4 - $187.93 $15,336 - $16,913
-90 Reduced 3.38%
2,569 $481,000
Q1 2023

Apr 25, 2023
SELL
$170.25 - $198.32 $68,440 - $79,724
-402 Reduced 13.13%
2,659 $474,000
Q4 2022

Jan 17, 2023
SELL
$166.81 - $188.05 $34,362 - $38,738
-206 Reduced 6.31%
3,061 $0
Q3 2022

Nov 01, 2022
BUY
$164.17 - $201.07 $2,298 - $2,814
14 Added 0.43%
3,267 $553,000
Q2 2022

Jul 08, 2022
SELL
$163.9 - $207.91 $7,539 - $9,563
-46 Reduced 1.39%
3,253 $551,000
Q1 2022

Apr 18, 2022
BUY
$191.52 - $225.32 $24,897 - $29,291
130 Added 4.1%
3,299 $685,000
Q4 2021

Feb 15, 2022
BUY
$212.12 - $242.56 $672,208 - $768,672
3,169 New
3,169 $712,000

Others Institutions Holding IWM

# of Institutions
2,761
Shares Held
308M
Call Options Held
232M
Put Options Held
522M
View Full List

About ISHARES RUSSELL 2000 ETF

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