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 3,175 shares of EMB stock, worth $290,703. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,175
Previous 3,292 3.55%
Holding current value
$290,703
Previous $295,000 5.08%
% of portfolio
0.26%
Previous 0.28%

Shares

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

Jul 25, 2024

SELL
$86.66 - $89.88 $10,139 - $10,515
-117 Reduced 3.55%
3,175 $280,000
Q1 2024

Apr 23, 2024

BUY
$86.49 - $90.08 $284,725 - $296,543
3,292 New
3,292 $295,000
Q3 2022

Nov 01, 2022

BUY
$78.71 - $90.17 $444,475 - $509,189
5,647 New
5,647 $457,000
Q2 2022

Jul 08, 2022

SELL
$84.66 - $98.11 $444,803 - $515,469
-5,254 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$93.87 - $107.98 $203,885 - $234,532
2,172 Added 70.47%
5,254 $513,000
Q4 2021

Feb 15, 2022

BUY
$106.57 - $110.92 $328,448 - $341,855
3,082 New
3,082 $336,000

Others Institutions Holding EMB

About ISHARES TR


  • Ticker EMB
  • Sector ETFs
  • Industry ETFs
More about EMB
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.