Tempus Wealth Planning, LLC Ishares Trust Ishares Esg Awar Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 15,630 shares of ESGU stock, worth $2.07 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

15,630

Previous 16,591 5.79%

Holding current value

$2.07 Million

Previous $1.98 Million 0.35%

% of portfolio

0.77%

Previous 0.87%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$113.45 - $126.18 $109,025 - $121,258	-961 Reduced 5.79%	15,630 $1.97 Million
Q2 2024 Jul 25, 2024	SELL	$108.69 - $119.84 $181,947 - $200,612	-1,674 Reduced 9.17%	16,591 $1.98 Million
Q1 2024 Apr 19, 2024	SELL	$102.91 - $114.96 $113,715 - $127,030	-1,105 Reduced 5.7%	18,265 $2.1 Million
Q4 2023 Jan 23, 2024	SELL	$89.99 - $105.25 $92,329 - $107,986	-1,026 Reduced 5.03%	19,370 $2.03 Million
Q3 2023 Oct 31, 2023	SELL	$93.48 - $100.86 $274,924 - $296,629	-2,941 Reduced 12.6%	20,396 $1.92 Million
Q2 2023 Jul 21, 2023	SELL	$88.97 - $97.46 $221,535 - $242,675	-2,490 Reduced 9.64%	23,337 $2.27 Million
Q1 2023 May 08, 2023	SELL	$84.05 - $92.64 $22,273 - $24,549	-265 Reduced 1.02%	25,827 $2.34 Million
Q4 2022 Feb 09, 2023	SELL	$79.22 - $90.53 $201,060 - $229,765	-2,538 Reduced 8.86%	26,092 $2.21 Million
Q3 2022 Nov 14, 2022	BUY	$79.41 - $95.97 $1.65 Million - $1.99 Million	20,748 Added 263.23%	28,630 $2.27 Million
Q2 2022 Aug 05, 2022	BUY	$81.27 - $102.58 $640,570 - $808,535	7,882 New	7,882 $661,000

Others Institutions Holding ESGU

# of Institutions

810

Shares Held

94.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
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Tempus Wealth Planning, LLC Ishares Trust Ishares Esg Awar Transaction History