Tempus Wealth Planning, LLC Ishares Esg Advanced Msci Usa Transaction History

Tempus Wealth Planning, LLC

  • $255 Million
  • Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 7,467 shares of USXF stock, worth $385,521. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,467
Previous 7,587 1.58%
Holding current value
$385,521
Previous $353,000 3.68%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Oct 22, 2024
SELL
$43.59 - $49.35 $5,230 - $5,922
-120 Reduced 1.58%
7,467 $366,000
Q2 2024

Jul 25, 2024
BUY
$41.56 - $47.79 $38,068 - $43,775
916 Added 13.73%
7,587 $353,000
Q1 2024

Apr 19, 2024
BUY
$38.81 - $45.23 $27,167 - $31,660
700 Added 11.72%
6,671 $301,000
Q4 2023

Jan 23, 2024
SELL
$33.24 - $39.9 $9,307 - $11,172
-280 Reduced 4.48%
5,971 $237,000
Q2 2023

Jul 21, 2023
BUY
$32.33 - $35.95 $202,094 - $224,723
6,251 New
6,251 $224,000
Q4 2022

Feb 09, 2023
BUY
$27.72 - $32.46 $189,244 - $221,604
6,827 New
6,827 $209,000

Others Institutions Holding USXF

# of Institutions
233
Shares Held
18.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
Track This Portfolio

Track Tempus Wealth Planning, LLC Portfolio

Follow Tempus Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email