Tempus Wealth Planning, LLC Ishares Dj Us Tech ETF Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 16,552 shares of IYW stock, worth $2.66 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

16,552

Previous 16,540 0.07%

Holding current value

$2.66 Million

Previous $2.49 Million 0.8%

% of portfolio

0.98%

Previous 1.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$133.16 - $158.73 $1,597 - $1,904	12 Added 0.07%	16,552 $2.51 Million
Q2 2024 Jul 25, 2024	BUY	$124.75 - $153.46 $3,867 - $4,757	31 Added 0.19%	16,540 $2.49 Million
Q1 2024 Apr 19, 2024	BUY	$117.5 - $136.59 $29,610 - $34,420	252 Added 1.55%	16,509 $2.23 Million
Q4 2023 Jan 23, 2024	BUY	$101.31 - $123.31 $93,610 - $113,938	924 Added 6.03%	16,257 $2 Million
Q3 2023 Oct 31, 2023	SELL	$103.39 - $113.67 $6,823 - $7,502	-66 Reduced 0.43%	15,333 $1.61 Million
Q2 2023 Jul 21, 2023	BUY	$88.68 - $109.37 $49,483 - $61,028	558 Added 3.76%	15,399 $1.68 Million
Q1 2023 May 08, 2023	BUY	$72.54 - $92.81 $109,027 - $139,493	1,503 Added 11.27%	14,841 $1.38 Million
Q4 2022 Feb 09, 2023	BUY	$71.52 - $81.72 $29,251 - $33,423	409 Added 3.16%	13,338 $993,000
Q3 2022 Nov 14, 2022	BUY	$73.37 - $94.5 $1,320 - $1,701	18 Added 0.14%	12,929 $949,000
Q2 2022 Aug 05, 2022	BUY	$77.53 - $105.04 $775 - $1,050	10 Added 0.08%	12,911 $1.03 Million
Q1 2022 May 06, 2022	SELL	$90.78 - $115.41 $353,406 - $449,291	-3,893 Reduced 23.18%	12,901 $1.33 Million
Q3 2021 Nov 09, 2021	SELL	$98.99 - $108.87 $22,668 - $24,931	-229 Reduced 1.35%	16,794 $1.7 Million
Q2 2021 Aug 12, 2021	BUY	$86.67 - $99.76 $1.48 Million - $1.7 Million	17,023 New	17,023 $1.69 Million

Others Institutions Holding IYW

# of Institutions

1,153

Shares Held

84.4M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Tempus Wealth Planning, LLC Ishares Dj Us Tech ETF Transaction History