Helen Stephens Group, LLC Ishares Core S&P U.S. Value Et Transaction History

Helen Stephens Group, LLC

$463 Million
Q4 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 2,614 shares of IUSV stock, worth $264,850. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,614

Previous 2,717 3.79%

Holding current value

$264,850

Previous $271,000 2.58%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	SELL	$98.0 - $102.56 $10,094 - $10,563	-103 Reduced 3.79%	2,614 $264,000
Q3 2025 Oct 02, 2025	BUY	$94.17 - $99.95 $9,699 - $10,294	103 Added 3.94%	2,717 $271,000
Q2 2025 Jul 02, 2025	SELL	$81.46 - $94.63 $5,457 - $6,340	-67 Reduced 2.5%	2,614 $247,000
Q1 2025 Apr 23, 2025	BUY	$90.0 - $96.32 $900 - $963	10 Added 0.37%	2,681 $247,000
Q4 2024 Jan 15, 2025	BUY	$91.94 - $100.02 $2,114 - $2,300	23 Added 0.87%	2,671 $247,000

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

# of Institutions

834

Shares Held

192M

Call Options Held

Put Options Held

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

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Helen Stephens Group, LLC Ishares Core S&P U.S. Value Et Transaction History