Tempus Wealth Planning, LLC Ishares Tr Transaction History

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 7,023 shares of SHV stock, worth $775,479. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,023
Previous 4,990 40.74%
Holding current value
$775,479
Previous $552,000 40.04%
% of portfolio
0.26%
Previous 0.22%

Shares

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

Jan 24, 2025
BUY
$109.92 - $110.57 $223,467 - $224,788
2,033 Added 40.74%
7,023 $773,000
Q3 2024

Oct 22, 2024
BUY
$110.05 - $110.63 $549,149 - $552,043
4,990 New
4,990 $552,000
Q2 2021

Aug 12, 2021
SELL
$110.48 - $110.53 $228,693 - $228,797
-2,070 Closed
0 $0
Q1 2020

May 13, 2020
SELL
$110.45 - $111.07 $37,332 - $37,541
-338 Reduced 14.04%
2,070 $230,000
Q4 2019

Mar 16, 2020
BUY
$110.39 - $110.72 $265,819 - $266,613
2,408 New
2,408 $266,000

Others Institutions Holding SHV

# of Institutions
725
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

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