Helen Stephens Group, LLC Ishares Morningstar U.S. Equit Transaction History

Helen Stephens Group, LLC

  • $327 Million
  • Q3 2024

A detailed history of Helen Stephens Group, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Helen Stephens Group, LLC holds 11,380 shares of ILCB stock, worth $954,895. This represents 0.28% of its overall portfolio holdings.

Number of Shares
11,380
Previous 11,340 0.35%
Holding current value
$954,895
Previous $852,000 5.75%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Oct 08, 2024
BUY
$71.38 - $79.23 $2,855 - $3,169
40 Added 0.35%
11,380 $901,000
Q2 2024

Jul 10, 2024
BUY
$68.51 - $75.47 $776,903 - $855,829
11,340 New
11,340 $852,000

Others Institutions Holding ILCB

# of Institutions
180
Shares Held
5.62M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
Track This Portfolio

Track Helen Stephens Group, LLC Portfolio

Follow Helen Stephens Group, 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 Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email