Helen Stephens Group, LLC Ishares Core S&P U.S Growth Et Transaction History

Helen Stephens Group, LLC

$445 Million
Q3 2025

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 201,262 shares of IUSG stock, worth $32.8 Million. This represents 7.45% of its overall portfolio holdings.

Number of Shares

201,262

Previous 204,668 1.66%

Holding current value

$32.8 Million

Previous $30.8 Million 7.58%

% of portfolio

7.45%

Previous 7.66%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 02, 2025	SELL	$148.97 - $165.88 $507,391 - $564,987	-3,406 Reduced 1.66%	201,262 $33.1 Million
Q2 2025 Jul 02, 2025	BUY	$113.67 - $150.4 $1.37 Million - $1.82 Million	12,072 Added 6.27%	204,668 $30.8 Million
Q1 2025 Apr 23, 2025	BUY	$126.86 - $146.45 $1.82 Million - $2.1 Million	14,368 Added 8.06%	192,596 $24.5 Million
Q4 2024 Jan 15, 2025	BUY	$129.96 - $144.97 $2.49 Million - $2.78 Million	19,189 Added 12.07%	178,228 $24.8 Million
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

# of Institutions

887

Shares Held

122M

Call Options Held

9.8K

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.

Account

Helen Stephens Group, LLC Ishares Core S&P U.S Growth Et Transaction History