Tempus Wealth Planning, LLC Ishares Tr Core Conservative A Transaction History

Tempus Wealth Planning, LLC

$360 Million
Q2 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 7,229 shares of AOK stock, worth $282,292. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,229

Previous 7,646 5.45%

Holding current value

$282,292

Previous $287,000 1.74%

% of portfolio

0.08%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$36.09 - $39.07 $15,049 - $16,292	-417 Reduced 5.45%	7,229 $282,000
Q1 2025 May 06, 2025	BUY	$36.86 - $38.15 $221 - $228	6 Added 0.08%	7,646 $287,000
Q4 2024 Jan 24, 2025	BUY	$37.3 - $38.64 $7,236 - $7,496	194 Added 2.61%	7,640 $284,000
Q3 2024 Oct 22, 2024	BUY	$36.8 - $38.71 $62,486 - $65,729	1,698 Added 29.54%	7,446 $287,000
Q2 2024 Jul 25, 2024	BUY	$35.66 - $37.13 $204,973 - $213,423	5,748 New	5,748 $212,000
Q3 2022 Nov 14, 2022	SELL	$32.47 - $35.96 $67,667 - $74,940	-2,084 Reduced 15.25%	11,578 $378,000
Q2 2022 Aug 05, 2022	SELL	$33.89 - $37.78 $299,689 - $334,088	-8,843 Reduced 39.29%	13,662 $472,000
Q1 2022 May 06, 2022	SELL	$36.82 - $39.84 $126,587 - $136,969	-3,438 Reduced 13.25%	22,505 $848,000
Q4 2021 Feb 02, 2022	BUY	$39.36 - $40.4 $98,675 - $101,282	2,507 Added 10.7%	25,943 $1.04 Million
Q3 2021 Nov 09, 2021	BUY	$39.5 - $40.38 $639,623 - $653,873	16,193 Added 223.57%	23,436 $926,000
Q2 2021 Aug 12, 2021	BUY	$38.82 - $39.8 $70,497 - $72,276	1,816 Added 33.46%	7,243 $288,000
Q4 2020 Feb 04, 2021	SELL	$36.77 - $38.75 $52,323 - $55,141	-1,423 Reduced 20.77%	5,427 $210,000
Q3 2020 Nov 12, 2020	BUY	$36.38 - $37.99 $249,203 - $260,231	6,850 New	6,850 $255,000
Q1 2020 May 13, 2020	SELL	$31.52 - $36.94 $405,567 - $475,306	-12,867 Closed	0 $0
Q4 2019 Mar 16, 2020	BUY	$35.3 - $36.36 $454,205 - $467,844	12,867 New	12,867 $466,000

Others Institutions Holding AOK

# of Institutions

169

Shares Held

4.86M

Call Options Held

Put Options Held

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About ISHARES TR CORE CONSERVATIVE A

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Tempus Wealth Planning, LLC Ishares Tr Core Conservative A Transaction History