Tempus Wealth Planning, LLC Ishares Tr Core Aggressive All Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 15,732 shares of AOA stock, worth $1.24 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

15,732

Previous 15,195 3.53%

Holding current value

$1.24 Million

Previous $1.2 Million 0.5%

% of portfolio

0.41%

Previous 0.47%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$76.61 - $79.88 $41,139 - $42,895	537 Added 3.53%	15,732 $1.21 Million
Q3 2024 Oct 22, 2024	BUY	$72.11 - $79.05 $134,196 - $147,112	1,861 Added 13.96%	15,195 $1.2 Million
Q2 2024 Jul 25, 2024	BUY	$70.02 - $75.08 $160,485 - $172,083	2,292 Added 20.76%	13,334 $997,000
Q1 2024 Apr 19, 2024	BUY	$67.75 - $73.5 $18,902 - $20,506	279 Added 2.59%	11,042 $811,000
Q4 2023 Jan 23, 2024	SELL	$60.96 - $69.28 $17,312 - $19,675	-284 Reduced 2.57%	10,763 $743,000
Q3 2023 Oct 31, 2023	BUY	$63.24 - $67.72 $47,113 - $50,451	745 Added 7.23%	11,047 $701,000
Q2 2023 Jul 21, 2023	BUY	$63.04 - $66.51 $22,757 - $24,010	361 Added 3.63%	10,302 $683,000
Q1 2023 May 08, 2023	BUY	$59.87 - $64.81 $4,609 - $4,990	77 Added 0.78%	9,941 $632,000
Q4 2022 Feb 09, 2023	SELL	$55.07 - $62.69 $28,911 - $32,912	-525 Reduced 5.05%	9,864 $589,000
Q3 2022 Nov 14, 2022	BUY	$55.45 - $64.54 $34,323 - $39,950	619 Added 6.34%	10,389 $576,000
Q2 2022 Aug 05, 2022	BUY	$58.69 - $69.52 $26,527 - $31,423	452 Added 4.85%	9,770 $585,000
Q1 2022 May 06, 2022	BUY	$65.0 - $73.15 $64,935 - $73,076	999 Added 12.01%	9,318 $642,000
Q4 2021 Feb 02, 2022	BUY	$69.49 - $73.61 $46,280 - $49,024	666 Added 8.7%	8,319 $606,000
Q3 2021 Nov 09, 2021	BUY	$69.28 - $72.77 $22,031 - $23,140	318 Added 4.34%	7,653 $534,000
Q2 2021 Aug 12, 2021	BUY	$67.52 - $70.92 $49,492 - $51,984	733 Added 11.1%	7,335 $518,000
Q1 2021 Apr 29, 2021	BUY	$63.86 - $67.38 $36,527 - $38,541	572 Added 9.49%	6,602 $442,000
Q4 2020 Feb 04, 2021	BUY	$56.73 - $64.27 $10,097 - $11,440	178 Added 3.04%	6,030 $387,000
Q3 2020 Nov 12, 2020	BUY	$55.0 - $60.45 $4,070 - $4,473	74 Added 1.28%	5,852 $339,000
Q2 2020 Aug 07, 2020	BUY	$46.01 - $56.68 $3,956 - $4,874	86 Added 1.51%	5,778 $317,000
Q1 2020 May 13, 2020	SELL	$42.55 - $59.41 $4,297 - $6,000	-101 Reduced 1.74%	5,692 $270,000
Q4 2019 Mar 16, 2020	BUY	$53.52 - $58.4 $310,041 - $338,311	5,793 New	5,793 $336,000

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.51M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Tempus Wealth Planning, LLC Ishares Tr Core Aggressive All Transaction History