Upper Left Wealth Management, LLC Ishares Tr Transaction History
Upper Left Wealth Management, LLC
- $115 Million
- Q3 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 12,093 shares of IYR stock, worth $1.21 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
12,093
Previous 12,457
2.92%
Holding current value
$1.21 Million
Previous $1.09 Million
12.73%
% of portfolio
1.07%
Previous 1.0%
Shares
12 transactions
Others Institutions Holding IYR
# of Institutions
595Shares Held
56.3MCall Options Held
11.4MPut Options Held
13.1M-
Barclays PLC London, X010MShares$1 Billion0.27% of portfolio
-
Morgan Stanley New York, NY5.94MShares$596 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY5.33MShares$535 Million0.09% of portfolio
-
Wealth Navi Inc.4.39MShares$440 Million5.11% of portfolio
-
Cibc World Markets Corp New York, NY3.63MShares$364 Million2.75% of portfolio