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 2,648 shares of IUSV stock, worth $261,834. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,648
Previous 2,632 0.61%
Holding current value
$261,834
Previous $231,000 9.09%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 08, 2024

BUY
$87.56 - $95.49 $1,400 - $1,527
16 Added 0.61%
2,648 $252,000
Q2 2024

Jul 10, 2024

BUY
$85.39 - $90.42 $224,746 - $237,985
2,632 New
2,632 $231,000

Others Institutions Holding IUSV

About ISHARES CORE S&P U.S. VALUE ET


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Helen Stephens Group, LLC Portfolio

Follow Helen Stephens Group, LLC and customize your updates to receive the information that matters most to you.

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.