Helen Stephens Group, LLC Ishares Morningstar U.S. Equit Transaction History
Helen Stephens Group, LLC
- $402 Million
- Q2 2025
A detailed history of Helen Stephens Group, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Helen Stephens Group, LLC holds 4,910 shares of ILCB stock, worth $422,652. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,910
Previous 4,896
0.29%
Holding current value
$422,652
Previous $378,000
10.58%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding ILCB
# of Institutions
188Shares Held
5.27MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY518KShares$44.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN477KShares$41.1 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY384KShares$33.1 Million0.3% of portfolio
-
Exchange Traded Concepts, LLC273KShares$23.5 Million0.31% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ254KShares$21.9 Million0.05% of portfolio