Helen Stephens Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Helen Stephens Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$96.75 - $99.37 $204,916 - $210,465	2,118 New	2,118 $207,000
Q3 2023 Oct 30, 2023	SELL	$93.85 - $98.43 $7,977 - $8,366	-85 Reduced 3.83%	2,136 $200,000
Q2 2023 Aug 04, 2023	SELL	$97.49 - $100.53 $3,997 - $4,121	-41 Reduced 1.81%	2,221 $217,000
Q1 2023 Apr 18, 2023	BUY	$96.32 - $100.79 $217,875 - $227,986	2,262 New	2,262 $225,000
Q1 2022 Apr 27, 2022	SELL	$106.1 - $113.3 $194,587 - $207,792	-1,834 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$113.45 - $115.33 $208,067 - $211,515	1,834 New	1,834 $209,000

1,929

1.04B

68.7K

176K

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