Tempus Wealth Planning, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 13,959 shares of SUSC stock, worth $320,638. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,959
Previous 12,940 7.87%
Holding current value
$320,638
Previous $307,000 3.26%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jan 24, 2025
BUY
$22.65 - $23.8 $23,080 - $24,252
1,019 Added 7.87%
13,959 $317,000
Q3 2024

Oct 22, 2024
SELL
$22.51 - $23.92 $337 - $358
-15 Reduced 0.12%
12,940 $307,000
Q2 2024

Jul 25, 2024
BUY
$22.25 - $22.94 $24,319 - $25,073
1,093 Added 9.21%
12,955 $294,000
Q1 2024

Apr 19, 2024
BUY
$22.66 - $23.29 $44,504 - $45,741
1,964 Added 19.84%
11,862 $272,000
Q4 2023

Jan 23, 2024
SELL
$21.11 - $23.38 $70,486 - $78,065
-3,339 Reduced 25.22%
9,898 $230,000
Q3 2023

Oct 31, 2023
SELL
$21.72 - $22.83 $8,535 - $8,972
-393 Reduced 2.88%
13,237 $288,000
Q2 2023

Jul 21, 2023
BUY
$22.41 - $23.18 $62,411 - $64,556
2,785 Added 25.68%
13,630 $309,000
Q1 2023

May 08, 2023
SELL
$22.22 - $23.44 $117,254 - $123,692
-5,277 Reduced 32.73%
10,845 $249,000
Q4 2022

Feb 09, 2023
SELL
$21.15 - $23.06 $492,181 - $536,629
-23,271 Reduced 59.07%
16,122 $359,000
Q3 2022

Nov 14, 2022
BUY
$21.64 - $23.92 $852,464 - $942,280
39,393 New
39,393 $858,000

Others Institutions Holding SUSC

# of Institutions
285
Shares Held
38.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

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