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

Helen Stephens Group, LLC

  • $337 Million
  • Q4 2024

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 11,738 shares of ITOT stock, worth $1.42 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
11,738
Previous 13,986 16.07%
Holding current value
$1.42 Million
Previous $1.76 Million 14.07%
% of portfolio
0.45%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,547
Shares Held
313M
Call Options Held
53K
Put Options Held
29.4K
View Full List

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

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