Tempus Wealth Planning, LLC Ishares Core S&P Mid Cap ETF Transaction History

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 16,919 shares of IJH stock, worth $995,344. This represents 0.35% of its overall portfolio holdings.

Number of Shares
16,919
Previous 10,042 68.48%
Holding current value
$995,344
Previous $625,000 68.64%
% of portfolio
0.35%
Previous 0.25%

Shares

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

Jan 24, 2025
BUY
$61.68 - $67.87 $424,173 - $466,741
6,877 Added 68.48%
16,919 $1.05 Million
Q3 2024

Oct 22, 2024
BUY
$57.32 - $62.65 $171,042 - $186,947
2,984 Added 42.28%
10,042 $625,000
Q2 2024

Jul 25, 2024
SELL
$56.43 - $60.79 $54,793 - $59,027
-971 Reduced 12.09%
7,058 $413,000
Q1 2024

Apr 19, 2024
BUY
$56.98 - $284.98 $383,019 - $1.92 Million
6,722 Added 514.31%
8,029 $487,000
Q4 2023

Jan 23, 2024
BUY
$232.04 - $279.85 $303,276 - $365,763
1,307 New
1,307 $362,000

Others Institutions Holding IJH

# of Institutions
2,653
Shares Held
1.14B
Call Options Held
773K
Put Options Held
70.2K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Tempus Wealth Planning, LLC Portfolio

Follow Tempus Wealth Planning, 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 Tempus Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email