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

Tempus Wealth Planning, LLC

  • $255 Million
  • Q3 2024

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 2,234 shares of IVE stock, worth $433,373. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,234
Previous 1,698 31.57%
Holding current value
$433,373
Previous $309,000 42.39%
% of portfolio
0.17%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,532
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

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