Helen Stephens Group, LLC Ishares Morningstar U.S. Equit Transaction History

Helen Stephens Group, LLC

  • $337 Million
  • Q4 2024

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 4,881 shares of ILCB stock, worth $401,218. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,881
Previous 11,380 57.11%
Holding current value
$401,218
Previous $901,000 56.05%
% of portfolio
0.12%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$78.43 - $84.56 $509,716 - $549,555
-6,499 Reduced 57.11%
4,881 $396,000
Q3 2024

Oct 08, 2024
BUY
$71.38 - $79.23 $2,855 - $3,169
40 Added 0.35%
11,380 $901,000
Q2 2024

Jul 10, 2024
BUY
$68.51 - $75.47 $776,903 - $855,829
11,340 New
11,340 $852,000

Others Institutions Holding ILCB

# of Institutions
181
Shares Held
5.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
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