Helen Stephens Group, LLC Ishares Core S&P U.S. Value Et Transaction History
Helen Stephens Group, LLC
- $352 Million
- Q1 2025
A detailed history of Helen Stephens Group, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Helen Stephens Group, LLC holds 2,681 shares of IUSV stock, worth $238,072. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,681
Previous 2,671
0.37%
Holding current value
$238,072
Previous $247,000
-0.0%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding IUSV
# of Institutions
783Shares Held
177MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.36 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.23 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$822 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.78MShares$425 Million5.75% of portfolio
-
Envestnet Asset Management Inc4.6MShares$408 Million0.14% of portfolio