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

Tempus Wealth Planning, LLC

  • $255 Million
  • Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 8,568 shares of IVW stock, worth $880,447. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,568
Previous 4,468 91.76%
Holding current value
$880,447
Previous $413,000 98.55%
% of portfolio
0.32%
Previous 0.18%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$84.77 - $97.13 $347,557 - $398,233
4,100 Added 91.76%
8,568 $820,000
Q2 2024

Jul 25, 2024
BUY
$79.31 - $93.31 $354,357 - $416,909
4,468 New
4,468 $413,000
Q4 2023

Jan 23, 2024
BUY
$65.78 - $75.4 $2.1 Million - $2.41 Million
31,924 New
31,924 $2.4 Million
Q2 2023

Jul 21, 2023
BUY
$63.21 - $70.48 $1.88 Million - $2.1 Million
29,733 New
29,733 $2.1 Million
Q1 2022

May 06, 2022
SELL
$68.33 - $84.32 $1.67 Million - $2.06 Million
-24,485 Closed
0 $0
Q4 2021

Feb 02, 2022
SELL
$73.18 - $84.81 $127,991 - $148,332
-1,749 Reduced 6.67%
24,485 $2.05 Million
Q3 2021

Nov 09, 2021
SELL
$72.99 - $79.0 $51,093 - $55,300
-700 Reduced 2.6%
26,234 $1.94 Million
Q2 2021

Aug 12, 2021
BUY
$65.96 - $72.81 $2,836 - $3,130
43 Added 0.16%
26,934 $1.96 Million
Q1 2021

Apr 29, 2021
BUY
$61.43 - $67.25 $1.65 Million - $1.81 Million
26,891 New
26,891 $1.75 Million

Others Institutions Holding IVW

# of Institutions
1,824
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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