Tempus Wealth Planning, LLC Ishares Esg Advanced Msci Usa Transaction History

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 8,539 shares of USXF stock, worth $405,004. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,539
Previous 7,467 14.36%
Holding current value
$405,004
Previous $366,000 15.85%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 24, 2025
BUY
$48.45 - $52.57 $51,938 - $56,355
1,072 Added 14.36%
8,539 $424,000
Q3 2024

Oct 22, 2024
SELL
$43.59 - $49.35 $5,230 - $5,922
-120 Reduced 1.58%
7,467 $366,000
Q2 2024

Jul 25, 2024
BUY
$41.56 - $47.79 $38,068 - $43,775
916 Added 13.73%
7,587 $353,000
Q1 2024

Apr 19, 2024
BUY
$38.81 - $45.23 $27,167 - $31,660
700 Added 11.72%
6,671 $301,000
Q4 2023

Jan 23, 2024
SELL
$33.24 - $39.9 $9,307 - $11,172
-280 Reduced 4.48%
5,971 $237,000
Q2 2023

Jul 21, 2023
BUY
$32.33 - $35.95 $202,094 - $224,723
6,251 New
6,251 $224,000
Q4 2022

Feb 09, 2023
BUY
$27.72 - $32.46 $189,244 - $221,604
6,827 New
6,827 $209,000

Others Institutions Holding USXF

# of Institutions
258
Shares Held
20.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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