Helen Stephens Group, LLC Ishares Core S&P Total U.S. St Transaction History

Helen Stephens Group, LLC

$445 Million
Q3 2025

A detailed history of Helen Stephens Group, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Helen Stephens Group, LLC holds 29,809 shares of ITOT stock, worth $4.31 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

29,809

Previous 29,742 0.23%

Holding current value

$4.31 Million

Previous $4.02 Million 8.09%

% of portfolio

0.98%

Previous 1.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 02, 2025	BUY	$135.0 - $146.02 $9,045 - $9,783	67 Added 0.23%	29,809 $4.34 Million
Q2 2025 Jul 02, 2025	BUY	$108.12 - $135.04 $559,953 - $699,372	5,179 Added 21.08%	29,742 $4.02 Million
Q1 2025 Apr 23, 2025	BUY	$120.29 - $134.6 $1.54 Million - $1.73 Million	12,825 Added 109.26%	24,563 $3 Million
Q4 2024 Jan 15, 2025	SELL	$124.26 - $134.12 $279,336 - $301,501	-2,248 Reduced 16.07%	11,738 $1.51 Million
Q3 2024 Oct 08, 2024	BUY	$113.41 - $125.62 $467,135 - $517,428	4,119 Added 41.75%	13,986 $1.76 Million
Q2 2024 Jul 10, 2024	BUY	$108.78 - $119.23 $1.07 Million - $1.18 Million	9,867 New	9,867 $1.17 Million

Others Institutions Holding ITOT

# of Institutions

1,644

Shares Held

325M

Call Options Held

69.1K

Put Options Held

33.4K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Helen Stephens Group, LLC Ishares Core S&P Total U.S. St Transaction History