Upper Left Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Upper Left Wealth Management, LLC

  • $112 Million
  • Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 4,435 shares of TIP stock, worth $480,487. This represents 0.42% of its overall portfolio holdings.

Number of Shares
4,435
Previous 4,542 2.36%
Holding current value
$480,487
Previous $501,000 5.79%
% of portfolio
0.42%
Previous 0.44%

Shares

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

Jan 23, 2025
SELL
$106.33 - $110.69 $11,377 - $11,843
-107 Reduced 2.36%
4,435 $472,000
Q3 2024

Nov 13, 2024
SELL
$105.92 - $110.83 $233,447 - $244,269
-2,204 Reduced 32.67%
4,542 $501,000
Q2 2024

Jul 25, 2024
SELL
$105.01 - $107.23 $50,194 - $51,255
-478 Reduced 6.62%
6,746 $720,000
Q1 2024

Apr 23, 2024
SELL
$105.69 - $108.04 $127,567 - $130,404
-1,207 Reduced 14.32%
7,224 $775,000
Q4 2023

Jan 23, 2024
SELL
$102.12 - $107.97 $20,219 - $21,378
-198 Reduced 2.29%
8,431 $906,000
Q3 2023

Oct 25, 2023
BUY
$103.4 - $107.7 $4,549 - $4,738
44 Added 0.51%
8,629 $894,000
Q2 2023

Jul 25, 2023
SELL
$107.1 - $111.15 $32,022 - $33,233
-299 Reduced 3.37%
8,585 $923,000
Q1 2023

Apr 25, 2023
SELL
$106.24 - $110.25 $31,659 - $32,854
-298 Reduced 3.25%
8,884 $979,000
Q4 2022

Jan 17, 2023
SELL
$104.91 - $110.18 $31,473 - $33,054
-300 Reduced 3.16%
9,182 $0
Q3 2022

Nov 01, 2022
BUY
$104.9 - $118.23 $497,750 - $561,001
4,745 Added 100.17%
9,482 $1.01 Million
Q2 2022

Jul 08, 2022
BUY
$113.44 - $123.09 $537,365 - $583,077
4,737 New
4,737 $540,000

Others Institutions Holding TIP

# of Institutions
1,104
Shares Held
127M
Call Options Held
17.9M
Put Options Held
18.1M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email