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 24,563 shares of ITOT stock, worth $2.95 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
24,563
Previous 11,738 109.26%
Holding current value
$2.95 Million
Previous $1.51 Million 98.54%
% of portfolio
0.85%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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