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

Tempus Wealth Planning, LLC

$360 Million
Q2 2025

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 7,227 shares of USXF stock, worth $402,688. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,227

Previous 8,735 17.26%

Holding current value

$402,688

Previous $407,000 4.42%

% of portfolio

0.11%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$41.54 - $53.93 $62,642 - $81,326	-1,508 Reduced 17.26%	7,227 $389,000
Q1 2025 May 06, 2025	BUY	$46.38 - $52.65 $9,090 - $10,319	196 Added 2.3%	8,735 $407,000
Q4 2024 Jan 24, 2025	BUY	$48.45 - $52.57 $51,938 - $56,355	1,072 Added 14.36%	8,539 $424,000
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

272

Shares Held

18.9M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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