Tempus Wealth Planning, LLC Ishares Tr Esg Advanced Total Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 5,478 shares of EUSB stock, worth $236,430. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,478

Previous 5,478 -0.0%

Holding current value

$236,430

Previous $233,000 3.86%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$41.57 - $42.82 $2,327 - $2,397	-56 Reduced 1.01%	5,478 $233,000
Q1 2024 Apr 19, 2024	BUY	$42.24 - $43.27 $25,724 - $26,351	609 Added 12.37%	5,534 $237,000
Q4 2023 Jan 23, 2024	SELL	$39.96 - $43.44 $3,396 - $3,692	-85 Reduced 1.7%	4,925 $213,000
Q3 2023 Oct 31, 2023	SELL	$40.85 - $42.74 $11,397 - $11,924	-279 Reduced 5.28%	5,010 $204,000
Q2 2023 Jul 21, 2023	SELL	$42.34 - $43.55 $30,781 - $31,660	-727 Reduced 12.08%	5,289 $225,000
Q1 2023 May 08, 2023	SELL	$41.9 - $43.76 $22,416 - $23,411	-535 Reduced 8.17%	6,016 $260,000
Q4 2022 Feb 09, 2023	SELL	$40.69 - $43.22 $179,646 - $190,816	-4,415 Reduced 40.26%	6,551 $276,000
Q3 2022 Nov 14, 2022	BUY	$41.53 - $45.11 $455,417 - $494,676	10,966 New	10,966 $459,000

Others Institutions Holding EUSB

# of Institutions

153

Shares Held

12.9M

Call Options Held

Put Options Held

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About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

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Tempus Wealth Planning, LLC Ishares Tr Esg Advanced Total Transaction History