Upper Left Wealth Management, LLC Ishares Tr Transaction History

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 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 12,457 shares of IYR stock, worth $1.21 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
12,457
Previous 11,700 6.47%
Holding current value
$1.21 Million
Previous $1.05 Million 3.9%
% of portfolio
1.0%
Previous 0.99%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$81.6 - $89.23 $61,771 - $67,547
757 Added 6.47%
12,457 $1.09 Million
Q1 2024

Apr 23, 2024
SELL
$85.32 - $92.22 $152,893 - $165,258
-1,792 Reduced 13.28%
11,700 $1.05 Million
Q4 2023

Jan 23, 2024
BUY
$73.28 - $92.46 $123,476 - $155,795
1,685 Added 14.27%
13,492 $1.23 Million
Q3 2023

Oct 25, 2023
SELL
$77.12 - $89.86 $11,568 - $13,479
-150 Reduced 1.25%
11,807 $922,000
Q2 2023

Jul 25, 2023
SELL
$80.51 - $86.54 $6,843 - $7,355
-85 Reduced 0.71%
11,957 $1.03 Million
Q1 2023

Apr 25, 2023
SELL
$78.73 - $95.24 $65,109 - $78,763
-827 Reduced 6.43%
12,042 $1.02 Million
Q4 2022

Jan 17, 2023
SELL
$76.97 - $89.17 $12,161 - $14,088
-158 Reduced 1.21%
12,869 $0
Q3 2022

Nov 01, 2022
SELL
$80.64 - $103.19 $178,617 - $228,565
-2,215 Reduced 14.53%
13,027 $1.08 Million
Q2 2022

Jul 08, 2022
SELL
$86.95 - $112.38 $34,345 - $44,390
-395 Reduced 2.53%
15,242 $1.32 Million
Q1 2022

Apr 18, 2022
BUY
$99.21 - $115.26 $78,475 - $91,170
791 Added 5.33%
15,637 $1.62 Million
Q4 2021

Feb 15, 2022
BUY
$103.03 - $116.14 $1.53 Million - $1.72 Million
14,846 New
14,846 $1.72 Million

Others Institutions Holding IYR

# of Institutions
575
Shares Held
31.3M
Call Options Held
6.83M
Put Options Held
5.86M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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