Tempus Wealth Planning, LLC Ishares S&P 500 Value ETF Transaction History

Tempus Wealth Planning, LLC

$386 Million
Q3 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 5,503 shares of IVE stock, worth $1.15 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,503

Previous 6,867 19.86%

Holding current value

$1.15 Million

Previous $1.34 Million 15.29%

% of portfolio

0.29%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$194.44 - $206.51 $265,216 - $281,679	-1,364 Reduced 19.86%	5,503 $1.14 Million
Q2 2025 Jul 16, 2025	BUY	$168.34 - $195.42 $230,794 - $267,920	1,371 Added 24.95%	6,867 $1.34 Million
Q1 2025 May 06, 2025	BUY	$185.78 - $198.58 $479,126 - $512,137	2,579 Added 88.41%	5,496 $1.05 Million
Q4 2024 Jan 24, 2025	BUY	$189.5 - $206.17 $129,428 - $140,814	683 Added 30.57%	2,917 $556,000
Q3 2024 Oct 22, 2024	BUY	$181.06 - $197.17 $97,048 - $105,683	536 Added 31.57%	2,234 $440,000

Q2 2024 Jul 25, 2024	BUY	$176.58 - $186.7 $299,832 - $317,016	1,698 New	1,698 $309,000

Others Institutions Holding IVE

# of Institutions

1,766

Shares Held

168M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Tempus Wealth Planning, LLC Ishares S&P 500 Value ETF Transaction History