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

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 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 2,311 shares of USMV stock, worth $214,576. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,311
Previous 3,005 23.09%
Holding current value
$214,576
Previous $274,000 25.18%
% of portfolio
0.07%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$88.59 - $94.57 $61,481 - $65,631
-694 Reduced 23.09%
2,311 $205,000
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
1,340
Shares Held
208M
Call Options Held
10.6K
Put Options Held
27K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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