Helen Stephens Group, LLC Ishares Core S&P Total U.S. St Transaction History
Helen Stephens Group, LLC
- $352 Million
- Q1 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 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
Others Institutions Holding ITOT
# of Institutions
1,566Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.64 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.86 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.42 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.26 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.17 Billion3.69% of portfolio