Helen Stephens Group, LLC Ishares Tr Transaction History

Helen Stephens Group, LLC

$337 Million
Q4 2024

A detailed history of Helen Stephens Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Helen Stephens Group, LLC holds 9,437 shares of IEFA stock, worth $707,869. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,437

Previous 10,360 8.91%

Holding current value

$707,869

Previous $808,000 17.95%

% of portfolio

0.2%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$70.06 - $77.43 $64,665 - $71,467	-923 Reduced 8.91%	9,437 $663,000
Q3 2024 Oct 08, 2024	BUY	$70.09 - $78.74 $12,616 - $14,173	180 Added 1.77%	10,360 $808,000
Q2 2024 Jul 10, 2024	BUY	$70.77 - $76.19 $42,532 - $45,790	601 Added 6.27%	10,180 $739,000
Q1 2024 Apr 17, 2024	SELL	$68.14 - $74.43 $15,467 - $16,895	-227 Reduced 2.31%	9,579 $710,000
Q4 2023 Jan 16, 2024	BUY	$61.3 - $70.47 $12,076 - $13,882	197 Added 2.05%	9,806 $689,000
Q2 2023 Aug 04, 2023	SELL	$66.03 - $69.1 $751,091 - $786,012	-11,375 Reduced 54.21%	9,609 $648,000
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $1.1 Million - $1.34 Million	20,984 New	20,984 $1.29 Million
Q2 2022 Jul 26, 2022	BUY	$57.91 - $70.46 $197,588 - $240,409	3,412 New	3,412 $201,000

Others Institutions Holding IEFA

# of Institutions

2,097

Shares Held

1.49B

Call Options Held

155K

Put Options Held

52.1K

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About ISHARES TR

Ticker IEFA
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Helen Stephens Group, LLC Ishares Tr Transaction History