Tempus Wealth Planning, LLC Ishares S&P 500 Value ETF Transaction History

Tempus Wealth Planning, LLC

$386 Million
Q4 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 7,459 shares of IVE stock, worth $1.56 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

7,459

Previous 5,503 35.54%

Holding current value

$1.56 Million

Previous $1.14 Million 37.59%

% of portfolio

0.41%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$202.52 - $212.07 $396,129 - $414,808	1,956 Added 35.54%	7,459 $1.56 Million
Q3 2025 Nov 05, 2025	SELL	$194.44 - $206.51 $265,216 - $281,679	-1,364 Reduced 19.86%	5,503 $1.14 Million
Q2 2025 Jul 16, 2025	BUY	$168.34 - $195.42 $230,794 - $267,920	1,371 Added 24.95%	6,867 $1.34 Million
Q1 2025 May 06, 2025	BUY	$185.78 - $198.58 $479,126 - $512,137	2,579 Added 88.41%	5,496 $1.05 Million
Q4 2024 Jan 24, 2025	BUY	$189.5 - $206.17 $129,428 - $140,814	683 Added 30.57%	2,917 $556,000

Q3 2024 Oct 22, 2024	BUY	$181.06 - $197.17 $97,048 - $105,683	536 Added 31.57%	2,234 $440,000
Q2 2024 Jul 25, 2024	BUY	$176.58 - $186.7 $299,832 - $317,016	1,698 New	1,698 $309,000

Others Institutions Holding IVE

# of Institutions

1,774

Shares Held

170M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tempus Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tempus Wealth Planning, LLC with notifications on news.

Account

Tempus Wealth Planning, LLC Ishares S&P 500 Value ETF Transaction History