Upper Left Wealth Management, LLC Ishares Tr Transaction History

Upper Left Wealth Management, LLC

$142 Million
Q2 2025

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 14,304 shares of IYR stock, worth $1.36 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

14,304

Previous 11,579 23.53%

Holding current value

$1.36 Million

Previous $1.1 Million 22.81%

% of portfolio

0.95%

Previous 0.82%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$84.48 - $96.25 $230,208 - $262,281	2,725 Added 23.53%	14,304 $1.35 Million
Q1 2025 Apr 14, 2025	SELL	$89.49 - $98.98 $16,734 - $18,509	-187 Reduced 1.59%	11,579 $1.1 Million
Q4 2024 Jan 23, 2025	SELL	$90.74 - $102.87 $29,671 - $33,638	-327 Reduced 2.7%	11,766 $1.09 Million
Q3 2024 Nov 13, 2024	SELL	$86.93 - $103.61 $31,642 - $37,714	-364 Reduced 2.92%	12,093 $1.23 Million
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

43.6M

Call Options Held

5.77M

Put Options Held

4.51M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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 Tr Transaction History