Tempus Wealth Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 3,005 shares of USMV stock, worth $263,478. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,005

Previous 3,510 14.39%

Holding current value

$263,478

Previous $294,000 6.8%

% of portfolio

0.11%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$83.76 - $91.82 $42,298 - $46,369	-505 Reduced 14.39%	3,005 $274,000
Q2 2024 Jul 25, 2024	SELL	$79.92 - $84.63 $98,940 - $104,771	-1,238 Reduced 26.07%	3,510 $294,000
Q1 2024 Apr 19, 2024	SELL	$77.86 - $83.58 $35,426 - $38,028	-455 Reduced 8.74%	4,748 $396,000
Q4 2023 Jan 23, 2024	BUY	$70.56 - $78.63 $73,382 - $81,775	1,040 Added 24.98%	5,203 $405,000
Q3 2023 Oct 31, 2023	SELL	$72.38 - $76.06 $10,639 - $11,180	-147 Reduced 3.41%	4,163 $301,000
Q2 2023 Jul 21, 2023	BUY	$71.44 - $74.33 $19,503 - $20,292	273 Added 6.76%	4,310 $320,000
Q1 2023 May 08, 2023	BUY	$69.12 - $73.78 $49,904 - $53,269	722 Added 21.78%	4,037 $293,000
Q4 2022 Feb 09, 2023	BUY	$65.75 - $75.5 $591 - $679	9 Added 0.27%	3,315 $239,000
Q3 2022 Nov 14, 2022	BUY	$66.1 - $76.63 $218,526 - $253,338	3,306 New	3,306 $219,000

Others Institutions Holding USMV

# of Institutions

1,285

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Tempus Wealth Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History