Tempus Wealth Planning, LLC Ishares Tr Esg Advanced Total Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 5,577 shares of EUSB stock, worth $239,811. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,577

Previous 5,478 1.81%

Holding current value

$239,811

Previous $242,000 2.48%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$42.39 - $44.29 $4,196 - $4,384	99 Added 1.81%	5,577 $236,000
Q2 2024 Jul 25, 2024	SELL	$41.57 - $42.82 $2,327 - $2,397	-56 Reduced 1.01%	5,478 $233,000
Q1 2024 Apr 19, 2024	BUY	$42.24 - $43.27 $25,724 - $26,351	609 Added 12.37%	5,534 $237,000
Q4 2023 Jan 23, 2024	SELL	$39.96 - $43.44 $3,396 - $3,692	-85 Reduced 1.7%	4,925 $213,000
Q3 2023 Oct 31, 2023	SELL	$40.85 - $42.74 $11,397 - $11,924	-279 Reduced 5.28%	5,010 $204,000
Q2 2023 Jul 21, 2023	SELL	$42.34 - $43.55 $30,781 - $31,660	-727 Reduced 12.08%	5,289 $225,000
Q1 2023 May 08, 2023	SELL	$41.9 - $43.76 $22,416 - $23,411	-535 Reduced 8.17%	6,016 $260,000
Q4 2022 Feb 09, 2023	SELL	$40.69 - $43.22 $179,646 - $190,816	-4,415 Reduced 40.26%	6,551 $276,000
Q3 2022 Nov 14, 2022	BUY	$41.53 - $45.11 $455,417 - $494,676	10,966 New	10,966 $459,000

Others Institutions Holding EUSB

# of Institutions

172

Shares Held

13.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tempus Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tempus Wealth Planning, LLC with notifications on news.

Account

Tempus Wealth Planning, LLC Ishares Tr Esg Advanced Total Transaction History