Tempus Wealth Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 3,720 shares of AGG stock, worth $368,242. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,720

Previous 4,045 8.03%

Holding current value

$368,242

Previous $409,000 11.98%

% of portfolio

0.12%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$96.64 - $101.23 $31,408 - $32,899	-325 Reduced 8.03%	3,720 $360,000
Q3 2024 Oct 22, 2024	SELL	$96.25 - $101.98 $6,930 - $7,342	-72 Reduced 1.75%	4,045 $409,000
Q2 2024 Jul 25, 2024	SELL	$95.11 - $97.92 $26,535 - $27,319	-279 Reduced 6.35%	4,117 $399,000
Q1 2024 Apr 19, 2024	SELL	$96.75 - $99.37 $8,804 - $9,042	-91 Reduced 2.03%	4,396 $430,000
Q4 2023 Jan 23, 2024	SELL	$91.67 - $99.66 $37,493 - $40,760	-409 Reduced 8.35%	4,487 $445,000
Q3 2023 Oct 31, 2023	SELL	$93.85 - $98.43 $19,520 - $20,473	-208 Reduced 4.08%	4,896 $460,000
Q2 2023 Jul 21, 2023	BUY	$97.49 - $100.53 $4,971 - $5,127	51 Added 1.01%	5,104 $499,000
Q1 2023 May 08, 2023	SELL	$96.32 - $100.79 $3,274 - $3,426	-34 Reduced 0.67%	5,053 $503,000
Q4 2022 Feb 09, 2023	BUY	$93.63 - $99.69 $10,392 - $11,065	111 Added 2.23%	5,087 $493,000
Q3 2022 Nov 14, 2022	BUY	$95.54 - $104.23 $53,024 - $57,847	555 Added 12.55%	4,976 $479,000
Q2 2022 Aug 05, 2022	BUY	$99.01 - $106.84 $61,485 - $66,347	621 Added 16.34%	4,421 $450,000
Q1 2022 May 06, 2022	BUY	$106.1 - $113.3 $3,713 - $3,965	35 Added 0.93%	3,800 $407,000
Q4 2021 Feb 02, 2022	BUY	$113.45 - $115.33 $25,980 - $26,410	229 Added 6.48%	3,765 $430,000
Q3 2021 Nov 09, 2021	SELL	$114.77 - $116.58 $2,295 - $2,331	-20 Reduced 0.56%	3,536 $406,000
Q2 2021 Aug 12, 2021	BUY	$113.78 - $115.33 $404,601 - $410,113	3,556 New	3,556 $410,000

Others Institutions Holding AGG

# of Institutions

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Tempus Wealth Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History