Tempus Wealth Planning, LLC Ishares Tr Core Conservative A Transaction History

Tempus Wealth Planning, LLC

  • $255 Million
  • Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 7,446 shares of AOK stock, worth $278,927. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,446
Previous 5,748 29.54%
Holding current value
$278,927
Previous $212,000 35.38%
% of portfolio
0.11%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$36.8 - $38.71 $62,486 - $65,729
1,698 Added 29.54%
7,446 $287,000
Q2 2024

Jul 25, 2024
BUY
$35.66 - $37.13 $204,973 - $213,423
5,748 New
5,748 $212,000
Q3 2022

Nov 14, 2022
SELL
$32.47 - $35.96 $67,667 - $74,940
-2,084 Reduced 15.25%
11,578 $378,000
Q2 2022

Aug 05, 2022
SELL
$33.89 - $37.78 $299,689 - $334,088
-8,843 Reduced 39.29%
13,662 $472,000
Q1 2022

May 06, 2022
SELL
$36.82 - $39.84 $126,587 - $136,969
-3,438 Reduced 13.25%
22,505 $848,000
Q4 2021

Feb 02, 2022
BUY
$39.36 - $40.4 $98,675 - $101,282
2,507 Added 10.7%
25,943 $1.04 Million
Q3 2021

Nov 09, 2021
BUY
$39.5 - $40.38 $639,623 - $653,873
16,193 Added 223.57%
23,436 $926,000
Q2 2021

Aug 12, 2021
BUY
$38.82 - $39.8 $70,497 - $72,276
1,816 Added 33.46%
7,243 $288,000
Q4 2020

Feb 04, 2021
SELL
$36.77 - $38.75 $52,323 - $55,141
-1,423 Reduced 20.77%
5,427 $210,000
Q3 2020

Nov 12, 2020
BUY
$36.38 - $37.99 $249,203 - $260,231
6,850 New
6,850 $255,000
Q1 2020

May 13, 2020
SELL
$31.52 - $36.94 $405,567 - $475,306
-12,867 Closed
0 $0
Q4 2019

Mar 16, 2020
BUY
$35.3 - $36.36 $454,205 - $467,844
12,867 New
12,867 $466,000

Others Institutions Holding AOK

# of Institutions
166
Shares Held
4.76M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

AOK Quotes by TradingView
  • Ticker AOK
  • Sector ETFs
  • Industry ETFs
More about AOK
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