Tempus Wealth Planning, LLC Ishares Tr Transaction History

Tempus Wealth Planning, LLC

$386 Million
Q3 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 19,960 shares of SHV stock, worth $2.2 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

19,960

Previous 27,200 26.62%

Holding current value

$2.2 Million

Previous $3 Million 26.57%

% of portfolio

0.57%

Previous 0.83%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$110.06 - $110.49 $796,834 - $799,947	-7,240 Reduced 26.62%	19,960 $2.21 Million
Q2 2025 Jul 16, 2025	BUY	$110.06 - $110.46 $1.19 Million - $1.19 Million	10,792 Added 65.77%	27,200 $3 Million
Q1 2025 May 06, 2025	BUY	$110.11 - $110.51 $1.03 Million - $1.04 Million	9,385 Added 133.63%	16,408 $1.81 Million
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

782

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

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Tempus Wealth Planning, LLC Ishares Tr Transaction History