A detailed history of Helen Stephens Group, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Helen Stephens Group, LLC holds 159,039 shares of IUSG stock, worth $22.4 Million. This represents 6.42% of its overall portfolio holdings.

Number of Shares
159,039
Previous 147,938 7.5%
Holding current value
$22.4 Million
Previous $18.9 Million 11.24%
% of portfolio
6.42%
Previous 6.54%

Shares

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

Oct 08, 2024

BUY
$116.79 - $133.54 $1.3 Million - $1.48 Million
11,101 Added 7.5%
159,039 $21 Million
Q2 2024

Jul 10, 2024

BUY
$109.98 - $128.59 $1.27 Million - $1.48 Million
11,515 Added 8.44%
147,938 $18.9 Million
Q1 2024

Apr 17, 2024

BUY
$100.95 - $117.92 $732,493 - $855,627
7,256 Added 5.62%
136,423 $16 Million
Q4 2023

Jan 16, 2024

BUY
$91.06 - $104.51 $660,002 - $757,488
7,248 Added 5.94%
129,167 $13.4 Million
Q3 2023

Oct 30, 2023

BUY
$94.27 - $100.74 $29,317 - $31,330
311 Added 0.26%
121,919 $11.6 Million
Q2 2023

Aug 04, 2023

BUY
$87.77 - $97.64 $261,993 - $291,455
2,985 Added 2.52%
121,608 $11.9 Million
Q1 2023

Apr 18, 2023

BUY
$79.81 - $88.77 $821,005 - $913,176
10,287 Added 9.5%
118,623 $10.5 Million
Q4 2022

Feb 14, 2023

BUY
$78.88 - $88.47 $2.01 Million - $2.25 Million
25,470 Added 30.74%
108,336 $8.83 Million
Q3 2022

Oct 11, 2022

SELL
$80.18 - $99.02 $1.71 Million - $2.12 Million
-21,387 Reduced 20.51%
82,866 $6.64 Million
Q2 2022

Jul 26, 2022

BUY
$80.61 - $107.49 $1.81 Million - $2.42 Million
22,491 Added 27.51%
104,253 $8.73 Million
Q1 2022

Apr 27, 2022

BUY
$94.61 - $116.48 $1.25 Million - $1.53 Million
13,178 Added 19.21%
81,762 $8.64 Million
Q4 2021

Jan 26, 2022

BUY
$101.4 - $117.16 $6.95 Million - $8.04 Million
68,584 New
68,584 $7.93 Million

Others Institutions Holding IUSG

About ISHARES CORE S&P U.S GROWTH ET


  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
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